John Hamel
John Hamel is a registered investment advisor at Austec Wealth Management, LLC, based in Stratton, CO, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 5 clients with $2.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees above $10,000,000 are negotiable.
Fee Estimator
Location
Stratton, CO
Get directionsHistory
Regulatory History (2)
Judgment / Lien
April 2021Financial
January 2020Other Business Activities
John is a managing member of Austec Wealth Management, LLC, a state-registered investment advisor, dedicating about 10-20% of his time to helping clients with financial plans. He is also a managing member of Austec Business Transitions, LLC, a consulting company, and Austec Capital, LLC, a merger and acquisition advisory company.
Employment History
Current Registrations
Austec Wealth Management, LLC
Previous Registrations
Gt Securities, INC.Broker
Comprehensive Personal Financial Advisors
Genworth Financial Advisers Corporation
Genworth Financial Securities CorporationBroker
Horace Mann Investors INCBroker
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.