Hamilton Financial Planning provides financial planning and investment advice. They offer wealth management, which includes developing a financial plan, monitoring investments, and providing ongoing communication. They also offer financial planning services on a limited engagement basis, covering areas like taxes, insurance, debt, and retirement savings. Clients are not required to implement recommendations through Hamilton Financial Planning.
Assets Under Management$61M
Clients73
Advisors2
Avg. per Client$840K
Avg. per Advisor$31M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 0.85% |
| $750K - $1.5M | 0.65% |
| $1.5M+ | 0.30% |
Fees may be negotiable under limited circumstances. Minimum quarterly charge of $1000 may result in fees exceeding 3.0% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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