Wilbert Hamilton
Wilbert Hamilton is a registered investment advisor at Hamilton Capital Advisors LLC, based in Huntsville, AL, with 13 years of industry experience. Wilbert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K - $1.0M | 2.00% |
| $1M+ | 1.50% |
This fee schedule is for Stand-alone Portfolio Management Services. Private Client Services have a different fee schedule and a $500,000 portfolio minimum. Stand-alone Portfolio Management Services have a $250,000 portfolio minimum. Asset values of less than $250,000 will incur an annual fee that is greater than the highest annual rate.
Fee Estimator
Location
1525 Perimeter Pkwy, Suite 145, Huntsville, AL, 35806
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Wilbert is a member/principal owner of Hamilton Wealth Advisors LLC and an independent insurance agent, both since 2005/2017, offering fixed insurance products and services. These activities take nearly all of Wilbert's time.
Employment History
Current Registrations
Hamilton Capital Advisors LLC
Previous Registrations
Metlife Securities INC.
Metlife Securities, INCBroker
Kovack Securities INC.Broker
Kovack Advisors, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
Gradient Securities, LLCBroker
Gradient Advisors, LLC
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.