CC
CFP
CC
CFP

Charles William Coons

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
60 advisors
Number of Clients
2,872 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$4.4B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.75%
$4M+0.55%

Fees are negotiable and minimum fees may be waived.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$5,000
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Location

5025 Arlington Centre Blvd, Suite 300, Columbus, OH, 43220

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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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Employment History
Current Registrations
Hamilton Capital
July 2018 - Present · 7 yrs 7 mos
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - June 2018 · 1 yr 3 mos
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.
Charles William Coons - Financial Advisor | TrueAdvisor