Keith Copeland is a CFP, ChFC-designated registered investment advisor at Hamilton Capital, based in Columbus, OH, with 9 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,872 clients with $4.4B 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% |
For Wealth Management clients (both planning and investment management), the suggested minimum portfolio is $500,000 and is subject to a minimum quarterly fee of $1,250. Fees are negotiable and minimum fees may be waived. Assets with totals below the suggested minimum referenced above and that are still subject to the minimum fee may cause the annual rate to exceed 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.
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Learn about disclosures →Other Business Activities
Keith provides management and advisory services for The TLC Group (now TLC Legacy Ltd.) during its transition, though the business will close in 2022. He also has a 50% interest in two rental real estate companies and serves on the board of directors for the Delaware County Foundation and Reset Inc.
Employment History
Current Registrations
Hamilton Capital
State Registrations2 states
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