HH
CFP · ChFC
HH
CFP · ChFC

Hunter Hamilton

18 Years of Experience
Buffalo Grove, IL
Broker

Hunter Hamilton is a CFP, ChFC-designated registered investment advisor at Edward Jones, based in Buffalo Grove, IL, with 18 years of industry experience. Hunter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24078 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

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

1425 Mchenry Rd, Suite 102, Buffalo Grove, IL, 60089

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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 Activities

Hunter is a partner in High Caliber Capital LLC since 2022. He also owns rental property.

Employment History
Current Registrations
Edward Jones
March 2008 - Present · 18 yrs 7 mos
Edward JonesBroker
February 2008 - Present · 18 yrs 8 mos
State Registrations26 states
ARAZCACOFLGAIAILINKSKYMDMNNCNDNVOHOKSCTNTXUTVAWAWIWV
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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