Robert Hamilton is a CFP-designated registered investment advisor at Integrity Investment Advisors, based in Fort Collins, CO, with 6 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 88 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Investment Advisors charges an annual fee based on a percentage of your portfolio, billed quarterly. The fee ranges from 0.3% to 1.25% of your portfolio, subject to a minimum fee. There are different minimum fees depending on the service level: $7,000/year for Core Wealth and $20,000/year for Private Wealth. If Integrity Investment Advisors uses a sub-advisor, Focus Partners, you will not pay any additional fees to them. For assets held away at another institution, Integrity Investment Advisors may charge a percentage-based fee if they have continuous access to data, or a fixed annual fee between $1,000 and $10,000 if they do not.
Location
Fort Collins, CO
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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.
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Robert is a lead tax advisor/tax preparer with 365 Tax Strategy, LLC since December 2013, dedicating about 10-20% of his time. This activity is not investment related.
Employment History
Current Registrations
Integrity Investment Advisors
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 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.