Reece Bogan is a CFP-designated registered investment advisor at Hamilton Capital, based in Palm Beach Gardens, FL, with 3 years of industry experience. Reece 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $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
Location
7108 Fairway Drive, Suite 125, Palm Beach Gardens, FL, 33418
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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
State Registrations2 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.
Exams
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