James Hamilton
James Hamilton is a registered investment advisor at Portfolio Advisory Council,l.l.c., based in Houston, TX, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 567 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees may be negotiated for accounts over $1 million. Management fees for pension plans are individually negotiated.
Fee Estimator
Location
3 Greenway Plaza, Suite 1776, Houston, TX, 77046
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2011Other Business ActivitiesSells Insurance
James is a partner and financial advisor at Portfolio Advisory Council, LLC, dedicating nearly full-time hours to this role. He is also an independent insurance agent selling fixed insurance products, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Portfolio Advisory Council,l.l.c.
Previous Registrations
Mutual Securities, INC.Broker
Cambridge Investment Research, INC.Broker
Portfolio Advisory Council,l.l.c.
MML Investors Services, 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.
Exams
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