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Anh Hamilton

10 Years of Experience
Rome, GA
Sells Insurance

Anh Hamilton is a registered investment advisor at Integrity Alliance, LLC, based in Rome, GA, with 10 years of industry experience. Anh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 10,885 clients with $5.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
10,885 clients
Average Client Portfolio
$497K average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M1.00%
$3M+0.50%

Schedule reflects base Select Program fees. Total fees can include additional advisor fees, platform fees, and third-party manager costs up to 2.80% annually. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Anh is the owner/agent of Intellectual Business Solutions, LLC, a DBA for securities and insurance, dedicating full-time hours to it. Anh also works as a fixed insurance agent, spending about 10-20% of their time on sales of fixed insurance products.

Employment History
Current Registrations
Integrity Alliance, LLC
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
Ns Capital, LLC
March 2023 - January 2024 · 10 mos
Sgl Financial, LLC
July 2016 - February 2023 · 6 yrs 7 mos
State Registrations2 states
GATX
Advisor

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
No exam information available for this advisor.
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