Robert Hamill
Robert Hamill is a CFP, ChFC-designated registered investment advisor at Benedict Financial Advisors, INC., based in Atlanta, GA, with 10 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 325 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.49% |
| $750K - $1.3M | 1.29% |
| $1.3M - $2.0M | 1.19% |
| $2.0M - $3.0M | 1.14% |
| $3.0M - $5.0M | 1.09% |
| $5M+ | 0.95% |
Fees may be negotiable at BFA's discretion.
Fee Estimator
Location
6000 Lake Forrest Drive, Suite 550, Atlanta, GA, 30328-5901
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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 Activities
Robert operates under the DBA Benedict Financial for his LPL business since July 2021. He also provides investment advisory services through Benedict Financial Advisors Inc., an independent investment advisor firm, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Benedict Financial Advisors, INC.
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Everence Trust Company
Investment Advisors
Proequities, INC.Broker
State Registrations1 state
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.