Brian Hamlin
Brian Hamlin is a registered investment advisor at Somerset Wealth Management, LLC, based in Portland, OR, with 2 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 59 clients with $13M 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 $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1000K | 1.75% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Location
4600 S Kelly Avenue, Portland, OR, 97239
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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 ActivitiesSells Insurance
Brian works as an investment advisor/fee-based wealth manager for Somerset Wealth Management, dedicating about half his time. He also works as a financial professional for Somerset Wealth Strategies, facilitating fixed annuity sales, which takes nearly full-time hours.
Employment History
Current Registrations
Somerset Wealth Management, LLC
Somerset Securities, INC.Broker
State Registrations11 states
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