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Christopher Hamilton

Strategic Wealth Group
19 Years of Experience
Eden Prairie, MN
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Christopher Hamilton is a registered investment advisor at Strategic Wealth Group, based in Eden Prairie, MN, with 19 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 3,557 clients with $1.5B in assets under management.

Strategic Wealth Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 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%

Fees are negotiable based on factors such as historical relationships, asset types, and account composition. Alternatively, a flat fee of up to 2.0% may apply.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

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History

Regulatory History (1)
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Customer Dispute
June 2009
Settled
View Full SEC ReportHow to Read Disclosures
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 11 mos
LPL Financial LLCBroker
November 2019 - Present · 6 yrs 11 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.
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