Hampel Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$94,482,585
Clients
41
Advisors
1
of 1 employees
About
Hampel Investment Advisors provides investment management, retirement and financial planning, and consulting services to individuals and high-net-worth clients, and also advises corporate clients, pension and profit-sharing plans, and charitable organizations — client types the firm discloses that are less common among independent peers. The firm acts as a fiduciary for retirement accounts and typically charges advisory fees based on a percentage of assets under management.
The adviser develops customized Investment Policy Statements and applies principles of Modern Portfolio Theory with diversified asset allocation, periodic rebalancing, and a mix of strategic and active asset-allocation techniques. Investment selection uses fundamental and technical analysis, favors individual securities and ETFs, and generally seeks to limit equity mutual funds to avoid layered fund fees; the firm may also engage sub-advisors for portions of client assets.
Distinctive aspects include a relatively concentrated client roster managing roughly $110 million in discretionary assets for about 41 clients and a background in institutional and hedge-fund management reflected in the firm’s disclosures, which aligns with its work for institutional and charitable accounts. The firm maintains custodial relationships through an institutional broker program and discloses receipt of research and support services (soft-dollar arrangements) that could present potential conflicts of interest.
Client services
Expertise
Fee options
$1,000 to $20,000 fixed fee basis
$0 - $1,000,000: 1.000% $1,000,001 - $3,000,000: 0.700% $3,000,001 - $5,000,000: 0.500% $5,000,001 - $10,000,000: 0.400% $10,000,001+: Determined individually
$400 per hour
Account minimum: $500,000
Main office
Greensboro NC
Advisors at this office
1
Most active in
North Carolina · Texas
Also doing business as
Hampel Investment Advisors · Hampel Investment Advisors, LLC · Hia · Hia Asset Management · Hia Financial Management · Hia Nc
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.
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