Hampel Investment Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$94,482,585
This total excludes 9 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
41
68% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
41
HighAverage account size
$2,304,453
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
Financial planning
Portfolio management
Expertise
General retirement planning
Retirement income strategy
Active portfolio management
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 location
Hampel Investment Advisors
Greensboro NC, United States
Number of offices
1
Most active in
Hampel Investment Advisors has reported serving >5 clients in these states in the last 12 months.
North Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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