Ronald Hamilton
Ronald Hamilton is a registered investment advisor at Osaic Institutions, INC., based in Ellsworth, ME, with 42 years of industry experience. Ronald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 16,312 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum advisory fee is generally 2.50% and is negotiable between the advisor and client.
Fee Estimator
Location
135 High Street, Ellsworth, ME, 04605
Get directionsHistory
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.
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
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.
Exams
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