William Hamelin is a registered investment advisor at Strategy Asset Managers L.L.C., based in Pasadena, CA, with 3 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 572 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Strategy Asset Managers offers Comprehensive Asset Management where they manage your investments and provide financial planning. The annual fee will not exceed 2.00% of the value of your account, billed quarterly in advance. Fees are negotiable and deducted from client accounts. They also assess advisory fees on cash and cash equivalents held in client accounts.
Location
790 E. Colorado Blvd, Suite 200, Pasadena, CA, 91101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William works as a part-time management consultant for The Adept Group, Inc., spending a few hours per week. His duties involve assisting new team members with project transitions, and this activity is not investment-related.
Employment History
Current Registrations
Strategy Asset Managers L.L.C.
State Registrations1 state
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