Andrew Hamm
Advisor at Summit Private Wealth, LLC
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.
Advisor at Summit Private Wealth, LLC
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.
Location
Acworth, GA
Credentials
CFP®, Series 63, Series 66
Industry experience
15 years
Andrew Hamm is a CFP® with 15 years of industry experience, currently serving as the sole advisor at Summit Private Wealth, LLC since 2019. His prior experience includes roles at Kurt Mattson, Northwestern Mutual Investment Services LLC, and Wells Fargo. Summit Private Wealth, LLC provides investment advisory and financial planning services to individuals and institutional clients, managing approximately $11.8 million in assets across about 20 client relationships. The firm creates personalized investment policies and uses fundamental, technical, and cyclical analysis to construct diversified portfolios, with accounts reviewed at least annually or as needed.
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
Georgia
Summit Private Wealth, LLC
2019 - Present (7 years)
Kurt Mattson
2018 - 2019 (1 year)
Northwestern Mutual Investment Services LLC
2017 - 2019 (2 years)
Wells Fargo
2016 - 2017 (1 year)
Unemployed
2015 - 2016 (1 year)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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