Daniel Hamlet is a registered investment advisor at LPL Financial LLC, based in Fairmont, MN, with 16 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1017 Highway 15 S., Fairmont, MN, 56031
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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
Daniel operates his LPL business through 360 Intergrated Financial and provides investment advisory services through Convergence Financial LLC, spending full-time hours on each. He also owns rental real estate and serves in the United States Army Reserves, dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
LPL Financial LLCBroker
Convergence Financial
Previous Registrations
Edward Jones
Edward JonesBroker
Edward JonesBroker
State Registrations6 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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