HB
HB

Hamilton Brandenburg

8 Years of Experience

Hamilton Brandenburg is a registered investment advisor at Cs Planning CORP, based in Canton, GA, with 8 years of industry experience. Hamilton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,819 clients with $1.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
52 advisors
Number of Clients
2,819 clients
Average Client Portfolio
$449K average
Assets Under Management
$1.3B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.5M1.50%
$1.5M - $5.0M1.00%
$5.0M - $10.0M0.90%
$10M+0.90%

Fees negotiable above $10,000,000. Minimum fee: $15,000.00

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

Canton, GA

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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

Hamilton operates Brandenburg Tax Services, providing seasonal tax preparation services. This takes a few hours per week during tax season.

Employment History
Current Registrations
Cs Planning CORP
October 2022 - Present · 3 yrs 6 mos
Previous Registrations
Edward Jones
December 2017 - October 2022 · 4 yrs 10 mos
Edward JonesBroker
November 2017 - October 2022 · 4 yrs 11 mos
State Registrations2 states
FLGA
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.
Hamilton Brandenburg - Financial Advisor | TrueAdvisor