Hamilton Point Investment Advisors, LLC

Retirement Planning Firm in Chapel Hill, NC

Firm Info
Address: 100 Europa Dr #425, Chapel Hill, NC 27517, USA
Phone: (919) 636-3765

Firm Size
Assets Under Management: $755.8 million
# of Advisors: 7
# of Clients: 645
Client to Advisor Ratio: 92:1
Average Account Size: $1.2 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

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Hamilton Point Investment Advisors, LLC Overview

Hamilton Point Investment Advisors, LLC is a registered investment advisory firm located in Chapel Hill, North Carolina. The firm has been in business since 2007 and is fee-based. As an investment advice only firm, Hamilton Point provides financial planning and portfolio management services to both individuals and small businesses. Their portfolio management services extend to businesses and institutional clients as well. The headquarters for Hamilton Point is located in Chapel Hill, North Carolina, where their team of experienced advisors work with clients to create personalized investment strategies. Their fee-based structure ensures that they are not compensated by commissions, and instead are fully invested in the success of their clients' portfolios. Hamilton Point's investment advisory services include financial planning and portfolio management for individuals and small businesses. They pride themselves on their ability to create customized portfolios that align with each client's financial goals. As a registered investment advisory firm, Hamilton Point is solely focused on providing sound investment advice, and does not engage in any transactions or sales of securities. For businesses or institutional clients, Hamilton Point provides portfolio management services tailored to their specific needs. Their team of advisors work to create investment strategies that align with each client's mission, vision, and goals. With a focus on building long-term relationships, Hamilton Point Investment Advisors, LLC strives to help their clients achieve their financial goals.

Hamilton Point Investment Advisors, LLC serves a diverse range of clients who are seeking personalized and effective investment services. The firm welcomes individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other corporations who require professional financial guidance. The investment advisors at Hamilton Point Investment Advisors, LLC pride themselves on catering their services to the unique needs and objectives of each client, delivering comprehensive and customized investment strategies. Depending on the specific services provided, Hamilton Point Investment Advisors, LLC offers several fee structures that clients can choose from. One common option is a percentage-of-AUM or assets under management fee, which charges a fee based on a percentage of the total assets managed by the advisor. This fee structure ensures that the advisor is incentivized to help clients grow their assets, since the advisor will earn more as the assets under management increase. Hamilton Point Investment Advisors, LLC also offers competitive and transparent fee structures that are agreed upon before any advisory services are rendered. Clients can trust that they will receive the most effective and equitable fee structure for their unique needs and investment goals.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Hamilton Point Investment Advisors, LLC, the firm requires a minimum investment of $500,000 for their services. The brochure states, "Hamilton Point generally requires a minimum investment of $500,000," indicating that this is a standard requirement for most clients. Additionally, the brochure mentions that the firm may waive or reduce this minimum in certain circumstances, such as for clients who have a pre-existing relationship with the firm or who are referred by an existing client. However, these exceptions are at the discretion of the firm and are not guaranteed. Therefore, it is important for potential clients to confirm the minimum investment requirement with Hamilton Point directly.

How This Office Can Help Chapel Hill, NC Residents

Hamilton Point Investment Advisors, LLC offers personalized wealth management services to clients in Chapel Hill, NC. With years of experience in the industry, they provide expertise on investment planning, retirement planning, tax planning, and more. They take a holistic approach to financial planning, taking into account each client's unique financial goals and circumstances. Chapel Hill residents may face a variety of financial situations, whether it's saving for retirement, planning for a child's education, or managing debt. Hamilton Point Investment Advisors, LLC can assist in all of these areas, providing guidance on investment strategies, debt reduction techniques, and tax planning strategies. They work closely with each client to create a customized financial plan that considers their current situation and future goals. With Hamilton Point's expertise and guidance, Chapel Hill residents can achieve financial peace of mind and take steps towards a secure financial future.

To view the Minimum Investment and Fee Schedule for Hamilton Point Investment Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Hamilton Point Investment Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Hamilton Point Investment Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 100 Europa Dr #425, Chapel Hill, NC 27517, USA
Phone (919) 636-3765
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Hamilton Point Investment Advisors, LLC is registered to service clients in the following states:

  • California
  • Florida
  • Georgia
  • Massachusetts
  • New York
  • North Carolina
  • Texas
  • Virginia

Disciplinary History

Hamilton Point Investment Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.