Andrew S Hamm
Advisor at Summit Private Wealth, LLC — Acworth, GA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 66
Experience Industry experience
16 years
Location
Acworth, GA
Summit Private Wealth, LLC
Independent
Total advisors
1Clients per advisor
27 HighAvg AUM per client
$588,846 TypicalHNW client ratio
19% TypicalAndrew Hamm is a CFP® professional with 16 years of industry experience. He is the sole advisor at Summit Private Wealth, LLC, an independent firm he has led since 2019. His prior roles include positions at Kurt Mattson, Northwestern Mutual Investment Services LLC, Wells Fargo, Charles Schwab, and Truist Investment Services. Summit Private Wealth, LLC provides discretionary portfolio management and financial planning services to a small client base, including individuals, corporations, pension plans, and charitable institutions. The firm develops individualized investment policies and typically implements portfolios using fundamental, technical, and cyclical analysis.
Based on Summit Private Wealth, LLC
Financial planning fixed fees range from $2,000 to $10,000
$0 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.80% $2,000,000 - $4,999,999: 0.70% $5,000,000+: 0.50%
$150 per hour for financial planning
Minimum fee: $1,200 minimum annual fee, may be waived at firm's discretion Fee-only: Financial planning fixed fee ranging from $2,000 to $10,000 or hourly rate of $150, waived if engaged in asset management
Acworth, GA
Acworth GA
Advisors at this office
1
Georgia
16 years of industry experience
Summit Private Wealth, LLC
2019 - Present • 7 years
Kennesaw, GA
Kurt Mattson
2018 - 2019 • 1 year
Atlanta, GA
Northwestern Mutual Investment Services LLC
2017 - 2019 • 2 years
Atlanta, GA
Wells Fargo
2016 - 2017 • 1 year
Roswell, GA
Unemployed
2015 - 2016 • 1 year
Marietta, GA
Charles Schwab
2010 - 2015 • 5 years
Truist Investment Services, INC.
2009 - 2009 • 1 year
Atlanta, GA
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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