CD
CFA
CD
CFA

Christopher D'agnes

3 Years of Experience
New York, NY

Christopher D'agnes is a CFA-designated registered investment advisor at Hamlin Capital Management, LLC, based in New York, NY, with 3 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,911 clients with $8.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
1,911 clients
Average Client Portfolio
$4.4M average
Assets Under Management
$8.3B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Advisory fees are negotiable depending on the size and nature of the portfolio and whether the account is managed through a wrap fee program. Hamlin, in its sole discretion, charges lower management fees and waives a portion of management fees on certain holdings, large cash positions for new accounts, and certain product types, such as the Mutual Fund. Model Sub-Advisory clients generally pay a reduced management fee.

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

640 Fifth Avenue, 11th Floor, New York, NY, 10019

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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
Hamlin Capital Management, LLC
June 2022 - Present · 3 yrs 11 mos
State Registrations1 state
NY
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.
Christopher D'agnes - Financial Advisor | TrueAdvisor