![]() Interested in determining exactly how much your investments can earn you over time? Our investment calculator can help you do just that.If you’re ready to find an advisor who can help you achieve your financial goals, get started now. SmartAsset’s free tool matches you with up to three financial advisors who serve your area, and you can interview your advisor matches at no cost to decide which one is right for you. Finding a qualified financial advisor doesn’t have to be hard. Even if you aren’t investing, financial advisors can be instrumental in helping you meet your short- and long-term financial goals.The firm also offers a contact form on its website for prospective clients.Īll information was accurate as of the writing of this article. If you'd like to set up an account, you can schedule an appointment with an advisor by visiting one of the firm's offices or calling (614) 273-1000. This firm doesn’t have any disclosures or disciplinary actions listed on its SEC-filed Form ADV. Hamilton was also named in the Financial Times’ Top 300 Financial Advisors six times, and the Financial Planning magazine named the firm to its RIA Leaders list twice in 20. ![]() 5000 list for three consecutive years from 2015 to 2017. magazine as one of the fastest-growing firms. The magazine included the firm in its Inc. Hamilton also earned recognition from Inc. Hamilton has been eight times named to Columbus Business First’s Fast 50 - a list that recognizes 50 of Columbus’ fastest-growing private companies. Here's a breakdown of about what you can expect to pay for Hamilton Capital's management services: *Estimated investment management fees do not include brokerage, custodial, third-party manager or other fees, which can vary in amount.Įstimated Investment Management Fees at Hamilton Capital* Below, we’ve included Hamilton’s fee schedule for its investment advisory services: Wealth and Investment Management Fee Schedule The firm bills advisory fees quarterly and in advance. The firm charges hourly fees ranging from $60 to $500 for planning and advisory services. Hamilton Capital’s compensation consists of asset-based fees and hourly charges. The firm’s investment strategies utilize mutual funds, exchange-traded funds (ETFs) and separate accounts of variable annuity contracts. Hamilton chiefly employs a top-down, macro-economic approach in its investment process. Hamilton Capital’s website mentions that the firm’s values are to "serve first," "be insightful," "guide forward," "collaborate" and "make it happen." The firm’s vision is to help its clients achieve lasting financial impact, and it provides insightful and careful financial planning and strategies to help each client do just that. Performance measurement and evaluation systems.Non-investment consulting/implementation services.Hamilton Capital specializes in the following advisory services: The firm also charges a quarterly minimum fee of $1,250. In serving its extensive client base, the firm impose a minimum account size requirement of $500,000. Hamilton Capital’s clients include both non-high-net-worth individuals and high-net-worth individuals, trusts, estates, foundations, endowments, qualified and non-qualified retirement plans, businesses and pooled investment vehicles. Hamilton Capital Client Types and Minimum Account Sizes These include designations like certified financial planner (CFP), accredited investment fiduciary (AIF), professional plan consultant (PPC), chartered financial consultant (ChFC), certified retirement planning specialist (CRPS), chartered financial analyst (CFA), certified public accountant (CPA), certified divorce financial analyst (CDFA) and chartered retirement planning counselor (CRPC). Hamilton’s team offers various specialties. With offices in Columbus and Palm Beach, Florida, the independent registered investment advisor (RIA) offers a range of advisory services. Hamilton has around 40 years of experience in the financial services industry. Hamilton Capital BackgroundĮstablished in 1997, Hamilton Capital is a wealth and investment management firm owned by R. Hamilton Capital also holds a spot on each of SmartAsset's list of the top financial advisor in Columbus. With a large pool of assets under management (AUM) and a sizable staff of advisors, the independent firm extends its services to various individual and institutional clients. The firm describes itself as structurally and philosophically independent, and it works to avoid all conflicts of interest, based on information in its firm brochure. Hamilton Capital, formerly known as Hamilton Capital Management, is a fee-only financial advisor firm based in Columbus, Ohio.
0 Comments
Leave a Reply. |
Details
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |