Keith Hamilton
Keith Hamilton is a CFP-designated registered investment advisor at Hamilton Manor & Associates, based in La Jolla, CA, with 39 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 165 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hamilton, Manor & Associates manages investments for a fee based on the value of your portfolio. The annual fee is negotiable, up to a maximum of 1.5% of the assets managed. This fee is charged quarterly in advance. The exact fee depends on the representative working with you and your individual needs.
Location
7979 Ivanhoe Ave., Ste 420, La Jolla, CA, 92037
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Keith is involved in tax preparation services, DBAs for his LPL business, and real estate rental. He also sells life and disability insurance, and provides investment advisory services through Hamilton and Associates, spending about a quarter of his time on the latter.
Employment History
Current Registrations
Hamilton Manor & Associates
LPL Financial LLCBroker
Previous Registrations
Manning Wealth Managment, INC.
LPL Financial LLC
MML Investors Services, INC.Broker
State Registrations26 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.