Eric Hamel is a CFP-designated registered investment advisor at One Capital Management, LLC, based in Westlake Village, CA, with 20 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,435 clients with $7B 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 | 1.95% |
| $1.0M - $2.0M | 1.65% |
| $2.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.15% |
| $10M+ | 1.00% |
Fees are negotiable and determined for each individual client. No additional investment management fee will be charged on client assets invested in affiliated products.
Fee Estimator
Location
3075 Townsgate Road, Suite 350, Westlake Village, CA, 91361
Get directionsHistory
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
Eric is an 80% owner and managing member of BB4L Realty, LLC, owning and managing real estate, dedicating minimal time. He also owns a duplex and acts as a landlord, spending minimal time on this activity.
Employment History
Current Registrations
One Capital Management, LLC
Previous Registrations
Beacon Pointe Advisors, LLC
Beacon Pointe Wealth Advisors, LLC
Pure Financial Advisors, INC.
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Equity Services, INC.Broker
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.