BH
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Brian Hamel

20 Years of Experience
Bangor, ME
BrokerSells Insurance

Brian Hamel is a registered investment advisor at Ameritas Advisory Services, LLC, based in Bangor, ME, with 20 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 25,632 clients with $12B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
25,632 clients
Average Client Portfolio
$449K average
Assets Under Management
$11.5B

Fee Structure

Minimum Investment:None

Ameritas Advisory Services offers several investment management programs. Fees vary depending on the program and the amount of your portfolio. Fees are negotiable and can be either a fixed percentage or tiered. Some programs also have administrative fees. Here are some examples:

  • Galaxy Program: Maximum fees range from 2.00% on the first $250,000 to 1.00% on amounts over $3,000,001. Transaction fees apply.
  • Ameritas Investment Strategies (AIS) Program: Includes a 0.30% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001. Transaction fees apply.
  • Adviser Managed Retirement (AMR) Program: Includes a 0.05% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001.
  • Adviser Managed Variable Products Program (AMVP): Fees range from 0.50% to 1.00% of the variable product cash value.
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Location

187 Exchange St, Bangor, ME, 04401

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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
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 6 mos
Ameritas Investment Company, LLCBroker
June 2006 - Present · 19 yrs 11 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.