BH
BH

Brian Hamel

20 Years of Experience
Presque Isle, ME
BrokerSells Insurance

Brian Hamel is a registered investment advisor at Stewardwell LLC, based in Presque Isle, ME, with 20 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.05%
$500K - $1.0M0.95%
$1.0M - $2.0M0.85%
$2.0M - $3.0M0.75%
$3.0M - $4.0M0.65%
$4M+0.55%

Fees may be negotiable at the sole discretion of StewardWell. An additional fee of up to 0.25% may apply for financial planning.

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

99 Fort Fairfield Rd Ste 3, Presque Isle, ME, 04769

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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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Other Business ActivitiesSells Insurance

Brian is a Chief Operating Officer at Thompson-Hamel LLC since 2005 and Thompson Financial Group since 2020, where he sells fixed insurance products, payroll processing services, fixed annuities, life insurance, disability insurance, and long-term care insurance. These activities take about half of Brian's time each month.

Employment History
Current Registrations
Stewardwell LLC
July 2026 - Present · 3 mos
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 11 mos
Ameritas Investment Company, LLCBroker
June 2006 - Present · 20 yrs 4 mos
Previous Registrations
Ameritas Advisory Services
July 2016 - November 2021 · 5 yrs 4 mos
Carillon Investments, INC.Broker
January 2006 - June 2006 · 5 mos
State Registrations26 states
ALCACOCTFLGAILINMAMDMEMNMTNCNHNJNMNYORPARITXVTWAWIWV
AdvisorBrokerBoth

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.
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