Joel Hamilton
Joel Hamilton is a CFA, CFP-designated registered investment advisor at Glass Lakes Capital Management LLC, based in Overland Park, KS, with 8 years of industry experience. Joel 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. Their firm serves 66 clients with $80M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
If a sub-advisor is engaged, their fee ranges from 0.10% to 0.75% and is in addition to Glass Lakes' fee.
Fee Estimator
Location
6580 W. 95th St, Suite 100, Overland Park, KS, 66212
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Glass Lakes Capital Management LLC
Previous Registrations
Keen Wealth Advisors
State Registrations3 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.