TrueAdvisor
TrueAdvisor
JH
CFP
JH
CFP

James Hamilton

LPL Financial LLC
33 Years of Experience
Grand Rapids, MI
Broker
View SEC Summary
View SEC Summary

James Hamilton is a CFP-designated registered investment advisor at LPL Financial LLC, based in Grand Rapids, MI, with 33 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

230 Fulton St E, Grand Rapids, MI, 49503

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

James is involved in real estate rental through 4459 CAUSEWAY, LLC since May 2021. He also operates under the DBA HAMILTON TJALSMA WEALTH PLANNING GROUP for his LPL business since February 2017.

Employment History
Current Registrations
LPL Financial LLCBroker
August 2021 - Present · 5 yrs 2 mos
LPL Financial LLC
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Voya Financial Advisors, INC.Broker
January 2011 - August 2021 · 10 yrs 7 mos
Voya Financial Advisors, INC.
January 2011 - August 2021 · 10 yrs 7 mos
Ing Financial Advisers, LLC
September 2010 - January 2011 · 4 mos
Ing Financial Advisers, LLCBroker
October 1993 - January 2011 · 17 yrs 3 mos
Aetna Life Insurance and Annuity CompanyBroker
July 1993 - October 1993 · 3 mos
State Registrations29 states
AZCACOCTDEFLGAHIILINMAMDMIMNNCNENHNJNVNYOHPASCSDTNVAWAWIWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors
More financial advisors in Grand Rapids, MI →All financial advisors in Michigan →