Ryan Hamilton is a registered investment advisor at Morgan Dempsey Capital Management LLC, based in Milwaukee, WI, with 13 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 464 clients with $250M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
464 clients
Average Client Portfolio
$544K average
Assets Under Management
$252.3M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Morgan Dempsey charges a percentage of the value of your portfolio each year. The standard fee for separately managed Large Cap Value accounts is 0.50% annually, but this is negotiable. For Wealth Management clients, the maximum advisory fee is 0.50% annually, but this is also negotiable and may vary depending on the services provided.

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Location

10850 W. Park Place, Suite 470, Milwaukee, WI, 53224

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Morgan Dempsey Capital Management LLC
May 2014 - Present · 11 yrs 11 mos
Previous Registrations
Voit & Hamilton, LLC
March 2013 - May 2014 · 1 yr 2 mos
State Registrations1 state
WI
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.
Ryan Hamilton - Financial Advisor | TrueAdvisor