Hammer Advisory Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$56,372,327
Clients
74
Advisors
1
of 1 employees
About
Hammer Advisory Services provides non-discretionary direct asset management and financial planning to individuals, high net worth individuals, trusts, estates and business owners. Services include ongoing portfolio management—investment selection, asset allocation, monitoring and written financial plans delivered upon request.
The firm’s investment process combines fundamental analysis and Modern Portfolio Theory to construct portfolios tailored to each client’s goals, time horizon and risk tolerance. It operates on a non‑discretionary basis, determining recommended trades but obtaining client approval before execution, and performs account reviews at least quarterly.
Hammer is notable for managing virtually all client assets on a non‑discretionary basis (about $56.8 million reported), a practice that is uncommon among independent peers that more often exercise discretionary authority. Other distinguishing features disclosed in the brochure include a requirement to use specified custodians (Altruist Financial LLC or Charles Schwab & Co., Inc.) and a policy leaving proxy voting to clients rather than voting proxies on their behalf.
Client services
Expertise
Fee options
Less than $150,001 - $150,000: Minimum fee of $1,500 per household $150,001 - $200,000: 1.00% $200,001 - $250,000: 0.85% $250,001 - $300,000: 0.73% $300,001 - $350,000: 0.65% $350,001 - $400,000: 0.59% $400,001 - $450,000: 0.55% $450,001 - $500,000: 0.52% $500,001 - $600,000: 0.49% $600,001 - $700,000: 0.45% $700,001 - $800,000: 0.42% $800,001 - $900,000: 0.40% $900,001 - $1,000,000: 0.38% $1,000,001 - $1,250,000: 0.37% $1,250,001 - $1,500,000: 0.35% $1,500,001+: 0.33%
Financial planning rate is $200/hour
Minimum fee: $1,500 minimum annual fee per household for assets under $150,001 Fee-only: Financial planning fees between $200 and $2,500 based on complexity and $200/hour rate; fees due upon plan delivery
Main office
2042 Wooddale Drive, Suite 250
Woodbury MN 55125
Advisors at this office
1
Most active in
Minnesota
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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