Roy Hamrick is a CFA-designated registered investment advisor at Hamrick Investment Counsel, LLC, based in Seattle, WA, with 13 years of industry experience. Roy 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 92 clients with $270M 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 | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $30.0M | 0.40% |
| $30M+ | 0.30% |
Fees may be higher or lower than the standard fee schedule based on legacy fee arrangements or other reasons.
Fee Estimator
Location
2033 Sixth Avenue, Suite 820, Seattle, WA, 98121-2567
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 →Employment History
Current Registrations
Hamrick Investment Counsel, LLC
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.