Hamilton Advisors provides investment advice to individuals, high net worth individuals, pension and profit sharing plans, trusts, estates, and IRAs. Hamilton Advisors tailors advisory services to the individual needs of the clients. Assets are invested primarily in stocks, bonds, money market funds, exchange-traded funds and mutual funds.
Assets Under Management$48M
Clients6
Advisors2
Avg. per Client$7.9M
Avg. per Advisor$24M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Schedule shown is for balanced accounts. Fixed income accounts are charged: 1.00% on the first $5,000,000; 0.75% on the next $5,000,000 (from $5,000,001 to $10,000,000); and 0.50% on the assets above $10,000,000. Hamilton Advisors, in its sole discretion may charge a different investment advisory fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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