RH
RH

Ryan Hamilton

13 Years of Experience
Milwaukee, WI

Ryan Hamilton is a registered investment advisor at Morgan Dempsey Capital Management LLC, based in Milwaukee, WI, with 13 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 464 clients with $250M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
464 clients
Average Client Portfolio
$544K average
Assets Under Management
$252.3M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Standard fee for separately managed accounts and wealth management is 0.50% annually, negotiable at the firm's discretion. Unified Managed Account programs typically range from 0.27% to 0.40%.

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

10850 W. Park Place, Suite 470, Milwaukee, WI, 53224

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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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Employment History
Current Registrations
Morgan Dempsey Capital Management LLC
May 2014 - Present · 12 yrs 5 mos
Previous Registrations
Voit & Hamilton, LLC
March 2013 - May 2014 · 1 yr 2 mos
State Registrations1 state
WI
Advisor

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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