Elizabeth Hamilton-Walker
Elizabeth Hamilton-Walker is a registered investment advisor at Wealth Science Advisors LLC, based in Alpharetta, GA, with 17 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 271 clients with $510M 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 | 1.50% |
Fee is generally negotiable for clients with assets under management in excess of $30,000,000. An additional fee of 1.00% of assets under management is assessed for retirement plan asset management services performed through Pontera.
Fee Estimator
Location
55 Roswell Street, Suite 210, Alpharetta, GA, 30009
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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
Elizabeth owns Wealth Science Analytics, a psychological analytics and consulting business, since June 2023. She dedicates a few hours per week to this activity, all during securities trading hours.
Employment History
Current Registrations
Wealth Science Advisors LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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