David Hamer is a CFA, CFP-designated registered investment advisor at Integrity Asset Management, LLC, based in Hawthorne, CA, with 10 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 66 clients with $49M 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 $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
Hawthorne, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David manages three real estate-related entities: 3619 Patton Road SW, LLC (owns apartment buildings), Expedition Capital, LLC (a holding company), and Expedition Managing Partners, LLC (a management company). He dedicates about 10-20% of his time to 3619 Patton Road SW, LLC, a few hours per week to Expedition Capital, LLC, and minimal time to Expedition Managing Partners, LLC.
Employment History
Current Registrations
Integrity Asset Management, LLC
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.
Exams
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