John Hamilton is a registered investment advisor at Hamilton Advisors INC, based in Greenwich, CT, with 33 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6 clients with $48M 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 $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Schedule shown is for balanced accounts. Fixed income accounts are charged: 1.00% on the first $5,000,000; 0.75% on the next $5,000,000 (from $5,000,001 to $10,000,000); and 0.50% on the assets above $10,000,000. Hamilton Advisors, in its sole discretion may charge a different investment advisory fee based upon certain criteria.
Fee Estimator
Location
Greenwich, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Hamilton Advisors INC
State Registrations1 state
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