Nathan Manor is a CFP-designated registered investment advisor at Hamilton Manor & Associates, based in La Jolla, CA, with 13 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 165 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hamilton, Manor & Associates manages investments for a fee based on the value of your portfolio. The annual fee is negotiable, up to a maximum of 1.5% of the assets managed. This fee is charged quarterly in advance. The exact fee depends on the representative working with you and your individual needs.
Location
7979 Ivanhoe Ave., Ste 420, La Jolla, CA, 92037
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nathan provides financial planning and consulting services through Hamilton & Associates, an independent investment advisor firm, dedicating full-time hours to this. He also works as a notary public and uses Hamilton Manor and Associates as a DBA for his LPL business.
Employment History
Current Registrations
Hamilton Manor & Associates
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
First Allied Securities, INC.Broker
State Registrations25 states
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.