CH
CFP
CH
CFP

Cameron Hamilton

11 Years of Experience
Lexington, KY
Sells Insurance

Cameron Hamilton is a CFP-designated registered investment advisor at Ballast, INC., based in Lexington, KY, with 11 years of industry experience. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 476 clients with $750M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
476 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$751.5M

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.75%
$100K - $250K1.60%
$250K - $500K1.50%
$500K - $1.0M1.35%
$1.0M - $3.0M1.25%
$3.0M - $5.0M1.15%
$5M+1.15%

Fees negotiable for accounts over $5,000,000.01.

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

400 East Vine St, Suite 400, Lexington, KY, 40507

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Cameron is an insurance agent selling life, disability, and long-term care insurance, dedicating minimal time to this activity. He also serves on several boards, including Life Plan of Kentucky, Ashland Terrace, and Bike4Alz, and owns a part-time BBQ business that donates profits to charity.

Employment History
Current Registrations
Ballast, INC.
October 2014 - Present · 11 yrs 7 mos
Previous Registrations
Apw Capital, INC.Broker
July 2014 - September 2021 · 7 yrs 2 mos
State Registrations1 state
KY
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.