Steven Hamilton is a registered investment advisor at Charles Schwab & CO., INC., based in Phoenix, AZ, with 27 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
8040 South 48th Street, Phoenix, AZ, 85044
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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 →Other Business Activities
Steven works as a delivery driver for DoorDash since October 2023, dedicating about 10-20% of his time. This activity is not investment-related.
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
First Clearing, LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Wachovia Securities, LLCBroker
First Clearing, LLCBroker
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
State Registrations53 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.