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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 62 clients with $46M 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. Qualified clients may pay a performance-based fee in addition to the asset-based fee.
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
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