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Stephen Hamilton

15 Years of Experience
Seattle, WA

Stephen Hamilton is a registered investment advisor at Washington Capital Management INC, based in Seattle, WA, with 15 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Real Estate Investing. Their firm serves 71 clients with $7.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
71 clients
Average Client Portfolio
$99.4M average
Assets Under Management
$7.1B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

This fee schedule applies to non-institutional, individual accounts. Institutional account fees vary by asset class and are tiered.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1200 6th Ave, Suite 700, Seattle, WA, 98101-3123

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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.

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Employment History
Current Registrations
Washington Capital Management INC
March 2024 - Present · 2 yrs 1 mo
Previous Registrations
Sun Life Institutional Distributors (U.S.) LLCBroker
January 2018 - November 2020 · 2 yrs 10 mos
Alps Distributors, INC.Broker
June 2017 - January 2018 · 7 mos
Franklin Templeton Financial Services CORP.Broker
October 2014 - November 2015 · 1 yr 1 mo
Delaware Distributors, L.P.Broker
March 2005 - July 2014 · 9 yrs 4 mos
State Registrations5 states
CAMAORPAWA
Advisor

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.