Jeffry Hamilton is a CFP-designated registered investment advisor at Roscoe Financial, based in Coshocton, OH, with 23 years of industry experience. Jeffry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 19 clients with $13M 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 | 0.48% |
| $1.0M - $3.0M | 0.36% |
| $3.0M - $5.0M | 0.24% |
| $5.0M - $10.0M | 0.12% |
| $10M+ | 0.12% |
Fees negotiable above $10 million. Minimum annual fee is $500.
Fee Estimator
Location
Coshocton, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Roscoe Financial
State Registrations2 states
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