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George Hamar

21 Years of Experience
Charlottesville, VA
1 Disclosure

George Hamar is a registered investment advisor at Chilton Investment Services, LLC, based in Charlottesville, VA, with 21 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,785 clients with $6.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
1,785 clients
Average Client Portfolio
$3.9M average
Assets Under Management
$6.9B

Fee Structure

Investment management only (planning not offered)

Chilton Investment Services (CIS) manages investments for private funds and managed accounts. The annual management fee for direct managed accounts typically ranges from 0.5% to 1.25%. For sub-advised managed accounts, the fee is generally between 0.15% and 0.50% annually. The specific fee depends on factors like liquidity terms and the types of investments. Fees are negotiable based on the size of the account and services provided. CIS also provides tailored asset allocation advice and recommendations for certain accounts with respect to investments in alternative asset classes or with external asset managers, and is generally entitled to receive an asset-based fee of 0.60% per annum.

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Location

301 East High Street, Charlottesville, VA, 22902

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History

Regulatory History (1)
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Regulatory
December 1997
Final
Other Business Activities

George serves as a trustee of private trusts since 2010. This requires a few hours per week.

Employment History
Current Registrations
Chilton Investment Services, LLC
April 2014 - Present · 12 yrs
Previous Registrations
Silvercrest Asset Management Group LLC
April 2005 - May 2013 · 8 yrs 1 mo
Silvercrest Financial Services, INC.
April 2005 - March 2011 · 5 yrs 11 mos
Heritage Financial Management, LLC
April 2003 - April 2005 · 2 yrs
State Registrations1 state
VA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.