HAMENT ADVISORY Cost & Fee Estimate
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Hament Advisory
HAMENT ADVISORY FEE MODEL

Cost of Holding & Oversight

CLIENT

Your assets sit with a custodian — a broker, a bank, or a fund — who charges their own fee. Hament's held-away oversight fee is charged on top of that. Enter what a client starts and ends the year with, and see the all-in cost.

CLIENT PORTFOLIO
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Implied year-1 growth {{ impliedReturn }}

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Rate on average value{{ tierRatePct }}
Minimum {{ minFeeLabel }} p.a. (USD 1,000 equivalent).
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PROJECTION ASSUMPTIONS
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Σ
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total fee · year 1 · {{ allInLabel }} all-in
Custodian charges · {{ custShort }}
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Held-away oversight · on top
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Performance fee
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How the fee stacks up
The oversight fee is added on top of whatever the custodian already charges — it does not replace it.
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Custodian only
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With Hament oversight
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Custodian charges (the base)
Held-away oversight (on top)
Performance fee
All-in cost this year
As a share of the average portfolio value.
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Custodian{{ compCustPct }}
Held-away oversight{{ compHaPct }}
Performance fee{{ compPerfPct }}
Cumulative fees over {{ years }} years
Total paid: {{ cumTotalLabel }} · of which oversight {{ cumOversightLabel }}
Custodian
All-in
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Shaded band is the incremental cost of Hament's oversight over the custodian-only baseline.
If a client brings this much — year-1 fee
Assumes {{ gLabel }} growth over the year, {{ custShort }} custody and the {{ tierName }} oversight tier.
BEGINNING VALUEEND VALUECUSTODIANOVERSIGHTTOTAL FEEALL-IN
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Held-away oversight schedule
Annual rate on average portfolio value, billed at year-end.
TIERRATEWHAT YOU GET
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Performance fee (discretionary only)25% > hurdle

Hurdle = 1-yr U.S. Treasury yield + 2% (≈ {{ hurdleLabel }}). No commissions earned on recommended products; all third-party costs disclosed.

Why fees stack this way
01
The custodian is unavoidable
Someone has to hold and settle the assets — a broker on each trade, a bank per year, or a fund inside its NAV. That cost exists with or without an adviser.
02
Oversight sits on top, transparently
Like a wrap or advisory fee at global firms, Hament's held-away rate is charged in addition to custody — never bundled or hidden inside a product.
03
Broker cost is front-loaded
A broker charges on the buy, so year 1 looks heavy; oversight is a steady annual rate. Over time the recurring line is what compounds.
METHOD

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