RM
CFA

Robert Edward Misner

13 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
40 clients
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

Hamilton & Company is compensated through flat fees, asset-based fees, or a combination of both. They may also receive fees based on hourly charges. Fees are established and negotiated with clients. There is no specific account minimum.

Areas of Practice
Investment ManagementHigh Net WorthRetirement Planning
Loading...

Advisor Information

Office location

650 College Road East, Suite 3400, Princeton, NJ, 08540

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Hamilton & Company
June 2012 - Present · 13 yrs 7 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.