Reagan Hamilton
Reagan Hamilton is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Southfield, MI, with 11 years of industry experience. Reagan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
28411 Northwestern Hwy, Suite 1300, Southfield, MI, 48034
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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 →Other Business ActivitiesSells Insurance
Reagan makes fixed insurance sales as an independent contractor and is a financial consultant for Michigan Financial Companies, selling fixed annuities and non-variable insurance. Reagan also refers property and casualty insurance business and spends full-time on sales/marketing of securities, investment advisory and insurance products.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securian Financial Services, INC.Broker
Securian Financial Services, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
Sunset Financial Services, INC.Broker
State Registrations12 states
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