How does the advisor help clients – Key Takeaways:
HAMILTON ASSET ADVISERS is a leading financial advisory firm providing expert advice and guidance to individuals and businesses. With a team of experienced and knowledgeable advisors, they are able to offer comprehensive financial services and cater to a diverse range of clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 20 years |
Financial Services Offered
HAMILTON ASSET ADVISERS offers a wide range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, tax planning, estate planning, and insurance planning. Their team of experts work closely with clients to develop tailored strategies to meet their unique needs.
Client Types
The firm serves a diverse range of clients including individuals, families, small businesses, and corporations. They understand that each client has different financial goals and objectives, and they take the time to understand their specific needs before providing personalized recommendations.
Fees & Compensation
HAMILTON ASSET ADVISERS operates on a fee-only basis, meaning they do not earn commissions or incentives from selling financial products. This ensures that their recommendations are always in the best interest of their clients. Their fees are based on a percentage of assets under management, making their services transparent and aligned with the success of their clients.
Background
HAMILTON ASSET ADVISERS was founded by John Hamilton in 2000 with a vision to provide top-notch financial advice to clients. With over 20 years of experience in the industry and a team of highly qualified advisors, the firm has established a strong reputation for delivering quality services and achieving successful outcomes for clients.
Financial Advisor Disclosures to Know
HAMILTON ASSET ADVISERS is a registered investment advisor and all of their advisors are also registered with the Securities and Exchange Commission (SEC). Their team adheres to strict codes of ethics and conduct, and they are committed to providing transparent and honest communication with clients. They fully disclose all potential conflicts of interest and maintain a high level of transparency regarding fees and compensation.