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Casey Kimbler

20 Years of Experience

Casey Kimbler is a registered investment advisor at Hamilton Capital, based in Columbus, OH, with 20 years of industry experience. Casey 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 2,872 clients with $4.4B in assets under management.

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

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.75%
$4M+0.55%

For Wealth Management clients (both planning and investment management), the suggested minimum portfolio is $500,000 and is subject to a minimum quarterly fee of $1,250. Fees are negotiable and minimum fees may be waived. Assets with totals below the suggested minimum referenced above and that are still subject to the minimum fee may cause the annual rate to exceed 1.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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

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History

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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Other Business Activities

Casey owns Girl Next Door Bakery, a cottage bakery operating as a sole proprietorship. This non-investment related activity requires minimal time outside of Hamilton Capital.

Employment History
Current Registrations
Hamilton Capital
May 2005 - Present · 20 yrs 11 mos
State Registrations1 state
OH
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.