Hamilton Wealth provides investment management and comprehensive financial planning services to individuals, high net worth individuals, trusts, and business entities. Hamilton Wealth creates personalized investment strategies based on each client's goals, time horizon, and comfort with risk, using discretionary trading authority to manage portfolios. In addition to ongoing portfolio management, Hamilton Wealth offers comprehensive financial planning covering areas such as net worth, cash flow, tax considerations, retirement planning, and estate planning objectives, as well as targeted consultations for specific topics. Hamilton Wealth requires no minimum account size to open or maintain an account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable based on historical relationships, asset types, anticipated future assets, and account composition. Hamilton Wealth reserves the right to waive financial planning fees if the client implements the plan through Hamilton Wealth.