Ronald Hamilton
Ronald Hamilton is a registered investment advisor at Osaic Institutions, INC., based in Ellsworth, ME, with 42 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 7,211 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for customized advisory services are based on the value of your portfolio and are negotiable. The maximum advisory fee is 2.50%. You may pay monthly or quarterly account fees, either in advance or after the service is provided. These fees are directly deducted from your account. If you invest in mutual funds or ETFs, you'll pay advisory fees to both the fund manager and Osaic Institutions. If the custom advisory services apply to annuities for which the advisor receives trail compensation, such trail fees generally will be used to offset the advisory fee.
Location
135 High Street, Ellsworth, ME, 04605
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Regulatory History (1)
Customer Dispute
July 2022Other Business ActivitiesSells Insurance
Ronald is involved in insurance sales, including Medicare Supplement, dental, and health insurance. He dedicates minimal time to Allianz, Principal Financial, and Delta Dental, and a few hours per week to Aetna.
Employment History
Current Registrations
Osaic Institutions, INC.Broker
Osaic Institutions, INC.
Osaic Institutions, INC.
Previous Registrations
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Pruco Securities CorporationBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.