Robert Hamilton is a CFP-designated registered investment advisor at Pds Planning INC, based in Columbus, OH, with 43 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 607 clients with $1.8B 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 $750K | 1.00% |
| $750K - $1.5M | 0.75% |
| $1.5M - $3.0M | 0.50% |
| $3M+ | 0.25% |
These fees are primarily limited to grandfathered accounts, although an exception can be made at PDS’ discretion. The fees are negotiable.
Fee Estimator
Location
1621 West First Avenue, Columbus, OH, 43212
Get directionsHistory
Regulatory History (4)
Civil Bond
February 1990Customer Dispute
September 1988Employment Separation After Allegations
March 1988Regulatory
March 1988Employment History
Current Registrations
Pds Planning INC
Previous Registrations
Pds Planning INC
Royal Alliance Associates, INC.Broker
New England Securities CorporationBroker
Aetna Life Insurance and Annuity CompanyBroker
Mutual Benefit Financial Service CompanyBroker
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.