Candace Hamilton is a registered investment advisor at Liberty Wealth Management, LLC, based in Oakland, CA, with 25 years of industry experience. Candace operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,441 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees are negotiable under certain circumstances. LWM also offers a directly held mutual fund program through American Funds with fees ranging from 0.50% to 1.25%.
Fee Estimator
Location
411 30th Street, 2nd Floor, Oakland, CA, 94609
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Regulatory History
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 →Other Business Activities
Candace is a Senior Associate in Compliance at Champlain Investment Partners, LLC, an RIA and asset manager, since 2015. She dedicates full-time hours to emerging markets daily operations during securities trading hours.
Employment History
Current Registrations
Liberty Wealth Management, LLC
Previous Registrations
Foreside Fund Services, LLCBroker
Euro Pacific Capital, INC.
Euro Pacific Capital, INC.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
Euro Pacific Capital, INC.Broker
Allegisone Securities, INC.Broker
H&r Block Financial Advisors, INC.Broker
Brookstreet Securities CorporationBroker
Brookstreet Securities CorporationBroker
State Registrations1 state
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.