Mason Hamilton
Mason Hamilton is a registered investment advisor at State Farm Investment Management CORP., based in Tulsa, OK, with 3 years of industry experience. Mason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B 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 - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
6043 S Sheridan Rd, Tulsa, OK, 74145
Get directionsHistory
Regulatory History (1)
Financial
March 2020Other Business ActivitiesSells Insurance
Mason owns Mason Hamilton's Insurance Agency, selling State Farm insurance products and supervising employees, taking about half of his time. He also owns Scrimshaw LLC (sales) and Hamilton Assets Stewards LLC (real estate investments), dedicating minimal time to the latter.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
State Registrations4 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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