Eric Hamilton
Marlborough, Massachusetts, 01752
Member Since 2012
Hamilton Wealth Advisors is a FEE-ONLY Registered Investment Advisory (RIA) firm, meaning we do not SELL investments to you, nor receive a commission on investments we recommend, but rather help you select the correct risk-adjusted portfolio mix for your unique situation and needs.
Hamilton Wealth Advisors helps individuals and families manage investment portfolios based on two guiding pricniples: Maximizing Returns while Minimizing Market Risks.
It is this unbiased, risk-adjusted approach to portfolio management that helps both aggressive and conservative investors alike, achieve the correct and unique balance of investment growth and wealth preservation strategies.
My Location
Background Information
Years of Financial Experience
- 10
Education
- Babson College (Finance / Investments)
Methods of Compensation
- Financial Planning: Asset-based fee
- Investment Services: Asset-based fee
Primary Custodian(s)
- Scottrade
Types of Financial Reports
- Performance Report (Bi-Monthly)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Monthly)
Additional Business Practices
- I work with remote clients over the telephone and Internet
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them
Registration & Licensing
- CRD/IARD Number: 2397103
- Securities Registrations: Series 66
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Hamilton Wealth Advisors
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- All 50 States
Planning Services
- Financial Planning, Retirement, College Funding
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Visit Website - http://www.HamiltonWealthAdvisors.com
