Thomas Hamlin
Thomas Hamlin is a registered investment advisor at Somerset Wealth Management, LLC, based in Portland, OR, with 33 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 59 clients with $13M 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 $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1000K | 1.75% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Location
4600 S Kelly Avenue, Portland, OR, 97239
Get directionsHistory
Regulatory History (11)
Regulatory
October 2025Customer Dispute
September 2024Customer Dispute
September 2024Customer Dispute
January 2024Customer Dispute
December 2023Customer Dispute
December 2023Customer Dispute
December 2023Customer Dispute
December 2023Customer Dispute
November 2023Customer Dispute
October 2023Employment Separation After Allegations
November 2012Other Business ActivitiesSells Insurance
Thomas is involved in numerous business activities, including being the founder/owner/CEO of Somerset Wealth Strategies, LLC, which sells fixed annuities and life insurance. He also owns several other LLCs related to real estate, consulting, and structured settlements, and leases a building to Somerset Wealth Strategies.
Employment History
Current Registrations
Somerset Wealth Management, LLC
Somerset Securities, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Prudential Securities IncorporatedBroker
Spelman & CO., INC.Broker
Advantage Capital CorporationBroker
State Registrations48 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.