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Christopher Hamilton

Kestra Private Wealth Services, LLC
16 Years of Experience
Bloomfield Hills, MI
1 DisclosureBrokerSells Insurance
View SEC Summary
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Christopher Hamilton is a registered investment advisor at Kestra Private Wealth Services, LLC, based in Bloomfield Hills, MI, with 16 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 Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 20,230 clients with $13B in assets under management.

Kestra Private Wealth Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
207 advisors
Number of Clients
20,230 clients
Average Client Portfolio
$665K average
Assets Under Management
$13.5B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% annually and are negotiable based on account size, registration type, and platform selected.

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

Location

40701 Woodward Avenue, Suite 103, Bloomfield Hills, MI, 48304

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History

Regulatory History (1)
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Criminal
October 2019
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Christopher is a Private Wealth Advisor at OWL Private Wealth Advisors, servicing retail clients' investments, planning, and insurance needs, which is a full-time commitment. He also works as a fitness instructor, is a board member for Foxhole, and manages Two Great Danes Inc., dedicating minimal time to each.

Employment History
Current Registrations
Kestra Private Wealth Services, LLC
December 2022 - Present · 3 yrs 10 mos
Kestra Investment Services, LLCBroker
November 2022 - Present · 3 yrs 11 mos
Previous Registrations
A.G.P / Alliance Global Partners
January 2020 - November 2022 · 2 yrs 10 mos
A.G.P. / Alliance Global PartnersBroker
January 2020 - November 2022 · 2 yrs 10 mos
Edward Jones
June 2010 - January 2020 · 9 yrs 7 mos
Edward JonesBroker
April 2010 - January 2020 · 9 yrs 9 mos
State Registrations13 states
CAFLILINMIMONYOHPASCTNTXVA
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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