Stephen Hamilton is a registered investment advisor at Washington Capital Management INC, based in Seattle, WA, with 16 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Real Estate Investing, Retirement Planning. Their firm serves 75 clients with $7.4B 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 | 1.00% |
Non-institutional individual accounts are charged 1.00% annually. Institutional accounts have separate tiered schedules depending on the asset class, such as equity or fixed income.
Fee Estimator
Location
1200 6th Ave, Suite 700, Seattle, WA, 98101-3123
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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 →Employment History
Current Registrations
Washington Capital Management INC
Previous Registrations
Sun Life Institutional Distributors (U.S.) LLCBroker
Alps Distributors, INC.Broker
Franklin Templeton Financial Services CORP.Broker
Delaware Distributors, L.P.Broker
State Registrations5 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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