William Hamilton
William Hamilton is a CFP-designated registered investment advisor at Wbh Financial Services, LLC, based in Lake Oswego, OR, with 23 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, Charitable Giving, Divorce Planning, Education Planning, and 6 more. Their firm serves 46 clients with $32M 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 $100K | 1.00% |
| $100K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.25% |
| $5.0M - $10.0M | 0.15% |
| $10M+ | 0.15% |
Rates shown are for investment management without a financial planning engagement. Clients who also engage WBH Financial Services for financial planning receive a discounted rate schedule. Fees for accounts over $10,000,000 are negotiable.
Fee Estimator
Contact
William Hamilton
Location
4500 Kruse Way, Suite 105, Lake Oswego, OR, 97035
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
William is the owner of WBH Financial SVCS, providing tax consulting services, dedicating about a quarter of his time. He is also an insurance agent/contractor since 1975, selling disability, LTC, SPDA, and other insurance products, dedicating minimal time to this.
Employment History
Current Registrations
Wbh Financial Services, LLC
Previous Registrations
Kms Financial Services, INC
State Registrations1 state
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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