William Leuby is a CFP-designated registered investment advisor at Hamilton Capital, based in Columbus, OH, with 26 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 2,872 clients with $4.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.55% |
For Wealth Management clients (both planning and investment management), the suggested minimum portfolio is $500,000 and is subject to a minimum quarterly fee of $1,250. Fees are negotiable and minimum fees may be waived. Assets with totals below the suggested minimum referenced above and that are still subject to the minimum fee may cause the annual rate to exceed 1.00%.
Fee Estimator
Contact
William Leuby
Location
5025 Arlington Centre Boulevard, Suite 300, Columbus, OH, 43220
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Hamilton Capital
State Registrations1 state
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Exams
Additional Information
An attorney, Certified Public Accountant and Certified Financial Planner with more than 20 years of business and financial experience, Bill is a senior client advisor and a member of his firm's investment and income tax planning and retirement benefits committees. He received his undergraduate degree from Miami University (Ohio) and his law degree from The Ohio State University, and has been named again, in 2008, as one of "The 150 Best Financial Advisers For Doctors" byMedical Economicsmagazine. A member of the National Association of Personal Financial Advisors, Financial Planning Association, Columbus Bar Association and Ohio Society of CPAs, Bill also is president-elect of the New Albany Rotary Club.