Fees & Pricing

We believe fees should be transparent and clearly explained before you engage us. Our pricing depends on two things: how much of your portfolio Hament actively manages, and the level of service you select. This page sets out our full fee schedule. There are no hidden charges, and we earn no commissions on the products we recommend.

• Managed AUM — assets where Hament can implement trades and rebalancing on the agreed platform or custody arrangement.
• Held-Away AUA — assets held at another broker or custodian where Hament provides monitoring and advice but does not have trading control.

Fees are billed at the end of each calendar year and are calculated using the monthly average values of your portfolio over the year, unless otherwise agreed. The annual fee is the applicable annual rate multiplied by the applicable asset base.

For clients who want Hament to implement trades on a low-touch basis. Annual rates by portfolio band:

• USD 0 to 300,000: 2.20% per year.
• USD 300,000 to 1,000,000: 2.05% per year.
• Above USD 1,000,000: 1.90% per year.

For clients who want recommendations and collaborative decision-making before trades are placed. Annual rates by portfolio band:

• USD 0 to 300,000: 2.80% per year.
• USD 300,000 to 1,000,000: 2.50% per year.
• Above USD 1,000,000: 2.30% per year.

For clients who delegate full investment decision-making to Hament under an agreed mandate. Annual rates by portfolio band:

• USD 0 to 300,000: 3.20% per year.
• USD 300,000 to 1,000,000: 2.80% per year.
• Above USD 1,000,000: 2.50% per year.

Discretionary mandates carry a performance fee of 25% over a hurdle equal to the 1-year U.S. Treasury yield plus 2%. The performance fee is calculated net of management fees and trading costs, crystallized annually, with losses carried forward and pro-rated for in-period flows. This structure ensures we are rewarded only when your portfolio outperforms a meaningful benchmark.

These fees apply only where you ask Hament to advise on or monitor assets that remain with another broker or custodian. Annual rates:

• Complex Estate Planning — engagement-based, typically USD 2,500 to 15,000.
• Cross-Border Tax Structuring — engagement-based, scoped on request.
• One-Off Financial Plan for non-AUM clients — USD 1,500 flat fee.

A minimum annual fee of USD 1,000 applies to all Held-Away AUA arrangements.

• Corporate Treasury Advisory — custom, quoted on engagement.
• Advisory (Held-Away AUA): 0.80% per year.
• Discretionary clients (Held-Away oversight): 1.00% per year.
• Execution (Held-Away): 0.50% per year.

You bear third-party costs where applicable, including custody and brokerage commissions, bank charges, FX spreads, taxes, and platform fees. These are paid directly to the relevant third party and are separate from Hament's advisory fee. We disclose all known third-party costs before engagement.

To discuss which service model fits your portfolio, book a complimentary consultation through our Book a Meeting page.