Kaena Farmer is a registered investment advisor at Hamilton Capital Advisors LLC, based in Atlanta, GA, with 2 years of industry experience. Kaena operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K - $1.0M | 2.00% |
| $1M+ | 1.50% |
This fee schedule is for Stand-alone Portfolio Management Services. Private Client Services have a different fee schedule and a $500,000 portfolio minimum. Stand-alone Portfolio Management Services have a $250,000 portfolio minimum. Asset values of less than $250,000 will incur an annual fee that is greater than the highest annual rate.
Fee Estimator
Location
2727 Paces Ferry Rd., Building 2, Suite 310, Atlanta, GA, 30339
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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 →Employment History
Current Registrations
Hamilton Capital Advisors LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations1 state
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.