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Christopher Hamilton

19 Years of Experience
1 DisclosureBrokerSells Insurance

Christopher Hamilton is a registered investment advisor at Strategic Wealth Group, based in Eden Prairie, MN, with 19 years of industry experience. Christopher 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 3,557 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
3,557 clients
Average Client Portfolio
$432K average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.0M1.50%
$2.0M - $5.0M1.25%
$5M+1.00%

Annual fee may be negotiable based upon certain criteria.

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

7820 Terrey Pine Ct, #200, Eden Prairie, MN, 55347

Get directions

History

Regulatory History (1)
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Customer Dispute
June 2009
Settled
Other Business ActivitiesSells Insurance

Christopher runs Wealth Management Group and Strategic Wealth Group as DBAs for his LPL business. He also provides investment advisory services through Strategic Wealth Group Registered Investment Advisor, LLC, dedicating full-time hours to this activity, and is an insurance agent, spending minimal time on insurance services.

Employment History
Current Registrations
Strategic Wealth Group
November 2019 - Present · 6 yrs 5 mos
LPL Financial LLCBroker
November 2019 - Present · 6 yrs 5 mos
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - November 2019 · 2 yrs 8 mos
MML Investors Services, LLC
March 2017 - November 2019 · 2 yrs 8 mos
Msi Financial Services, INC.
February 2014 - March 2017 · 3 yrs 1 mo
Msi Financial Services, INC.Broker
March 2007 - March 2017 · 10 yrs
Metropolitan Life Insurance CompanyBroker
March 2007 - July 2007 · 4 mos
State Registrations11 states
AKARAZFLIAILMNNCSDTXWI
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.