James Hamer
James Hamer is a registered investment advisor at Global View Capital Management LLC, based in Waukesha, WI, with 32 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 3,959 clients with $710M 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 $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Advisory fees are shared by GVCM and FPI. All fees are negotiable at GVCM’s sole discretion. Up to 20 basis points may be credited back to the account depending upon the use of the Quantified mutual funds that are sub-advised by FPI for the portfolios. Advisory fees noted in the above schedules do not include the fee paid to IARs. Annual fees paid to an IAR cannot exceed 1.60%.
Fee Estimator
Location
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI, 53188
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2010Other Business ActivitiesSells Insurance
James is an insurance agent with Global View Capital Insurance Services, LLC since 2010, spending about 10-20% of his time selling life, long-term care, disability insurance, and fixed annuities. He also works with Global View Capital Management, LLC and Global View Capital Advisors, LLC, and Experior Financial Group, marketing advisory and insurance services.
Employment History
Current Registrations
Global View Capital Management LLC
Previous Registrations
Mcdermott Investment Services, LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
The Strategic Financial Alliance, INC.Broker
The Strategic Financial Alliance
Investment Advisors International, INC.
Intersecurities, INC.
World Group Securities, INC.Broker
Wma Securities, INC.Broker
Intersecurities, INC.Broker
State Registrations2 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.