Hamilton Advisors INC
Assets Under Management
$47.6M
Number of Clients
6
Number of Advisors
2
Avg. Portfolio per Client
$7.9M
Avg. Managed per Advisor
$23.8M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Hamilton Advisors provides investment advice to individuals, high net worth individuals, pension and profit sharing plans, trusts, estates, and IRAs. Hamilton Advisors works with clients to determine financial objectives, identify financial problems, manage cash flow, and manage investments based on risk tolerance. Hamilton Advisors primarily invests in stocks, bonds, money market funds, exchange-traded funds and mutual funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Schedule is for Balanced Accounts. For Fixed Income Accounts: 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. Fees may vary based on certain criteria.
Fee Estimator
Areas of Practice
Location
CT, United States