John Hamilton
John Hamilton is a registered investment advisor at Aspire Advisors, LLC, based in North White Plains, NY, with 43 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 130 clients with $110M 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 $100K | 1.25% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K+ | 0.50% |
Fee for any alternative billing arrangements will not exceed 1.25% of the market value of the managed assets. Certain pre-existing clients are subject to a different fee schedule. Aspire Advisors, in its sole discretion, may negotiate to charge a lesser management fee based upon certain criteria.
Fee Estimator
Location
661 North Broadway, North White Plains, NY, 10603
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Regulatory History
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
John is a managing member of Aspire Advisors, LLC, an investment advisory firm, dedicating minimal time. He also owns 98% of Upscale Enterprises, LLC (a car wash) and has ownership in Hamilton Cavanaugh II, LLC (land and building for the car wash), spending a few hours per week on each.
Employment History
Current Registrations
Aspire Advisors, LLC
Hamilton Cavanaugh & Associates, INC.Broker
Previous Registrations
Diversified Investors Securities CORP.Broker
Prudential Retirement Services, INC.Broker
Prudential Asset Management Company Securities CorporationBroker
Metropolitan Life Insurance CompanyBroker
Mony Securities CORP.Broker
The Mutual Life Insurance Company of New YorkBroker
J & H Equity CorporationBroker
State Registrations6 states
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.