Elias Caleshu is a CFA-designated registered investment advisor at Hamilton Capital, based in Columbus, OH, with 10 years of industry experience. Elias operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,963 clients with $4.9B 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.55% |
Fees are negotiable and minimum fees may be waived at the firm's discretion. Accounts below the suggested minimum subject to the minimum fee may have an effective annual rate exceeding 1.00%.
Fee Estimator
Location
5025 Arlington Centre Blvd, Suite 300, Columbus, OH, 43220
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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 →Employment History
Current Registrations
Hamilton Capital
Previous Registrations
Wealthstone Family Office LLC
Halite Partners, LLC
Morgan Stanley
Morgan StanleyBroker
Foreside Fund Services, LLCBroker
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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