BC
CFP
BC
CFP

Brianne Cronenwett

8 Years of Experience
Columbus, OH

Brianne Cronenwett is a CFP-designated registered investment advisor at Hamilton Capital, based in Columbus, OH, with 8 years of industry experience. Brianne 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
59 advisors
Number of Clients
2,963 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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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
September 2018 - Present · 8 yrs 1 mo
State Registrations1 state
OH
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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