AR
CFP

Adria Marie Rosebrock

18 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
60 advisors
Number of Clients
2,872 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$4.4B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.75%
$4M+0.55%

Fees are negotiable and minimum fees may be waived.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$5,000
Hourly Rate:$60 - $500/hr

Hamilton Capital is a fee-only firm, meaning they are only compensated by client fees, generally based on a percentage of assets under management. The annual fee is 1.00% on the first $2 million, 0.75% on the next $2 million, and 0.55% above $4 million. The suggested minimum portfolio for Wealth Management clients is $500,000, subject to a minimum quarterly fee of $1,250. Fees are negotiable and minimum fees may be waived. Planning and Advisory Services may be provided on an hourly basis ($60-$500/hour) or a pre-established fixed fee.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Advisor Information

Office location

5025 Arlington Centre Blvd., Suite 300, Columbus, OH, 43220

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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.

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Employment History
Current Registrations
Hamilton Capital
July 2014 - Present · 11 yrs 6 mos
Previous Registrations
Thrivent Investment Management INC.
August 2007 - June 2014 · 6 yrs 10 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
Adria Marie Rosebrock - Financial Advisor | AdvisorDiscover