Hammond Iles Wealth Advisors

Hammond Iles Wealth Advisors, also known as HIWA, is an investment advisory firm established in 2001 by R. Gregory Hammond and Scott Iles. The firm offers a range of services, including the Dynamic Portfolio Management Program, Third Party Manager Asset Management Platforms, Financial Planning & Consulting Services, and Educational Seminars/Speaking Engagements. HIWA tailors its services to individual needs and allows clients to impose restrictions on their investments. For the Dynamic Portfolio Management Program, fees are negotiable and based on factors like services provided and account size, with a maximum annual fee of 1%. HIWA primarily uses mutual funds and ETFs for investments. The firm does not participate in wrap fee programs and has $82,142,674 of client assets under discretionary management as of December 30, 2022. HIWA recommends Charles Schwab as a custodian and broker, with Schwab compensated through commissions and interest on uninvested cash. The firm also has a referral program and receives compensation for client referrals. HIWA does not vote client securities and does not determine class action lawsuit eligibility for clients. Overall, HIWA operates as a fiduciary, acting in the best interests of clients, and offers a range of services tailored to individual needs with a focus on long-term growth and client customization. Clients are provided with detailed information on fees, services, and potential conflicts of interest.