HB
HB

Hamilton Brandenburg

8 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
2,819 clients
Average Client Portfolio
$449K average
Assets Under Management
$1.3B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.5M1.50%
$1.5M - $5.0M1.00%
$5.0M - $10.0M0.90%
$10M+0.90%

Fees negotiable above $10,000,000.00

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$15,000
Loading...

Location

Canton, GA

Get directions

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.

Learn about disclosures →
Other Business Activities

Hamilton operates Brandenburg Tax Services, providing seasonal tax preparation services. This takes a few hours per week during tax season.

Employment History
Current Registrations
Cs Planning CORP
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
Edward Jones
December 2017 - October 2022 · 4 yrs 10 mos
Edward JonesBroker
November 2017 - October 2022 · 4 yrs 11 mos
State Registrations2 states
FLGA
Advisor
Exams
No exam information available for this advisor.
Hamilton Brandenburg - Financial Advisor | TrueAdvisor