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Ronald Hamilton

Advisor at OSAIC Institutions, INC.

Updated today
OSAIC Institutions, INC. logo

Firm

OSAIC Institutions, INC.

Location

Venice, FL

Credentials

Series 66

Industry experience

42 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Solicitation services for other advisers

Fee options

Fixed

Fixed or flat fees for financial planning and consulting services up to $20,000; ERISA plan fixed fees up to $100,000

Percentage

$0+: Negotiable up to 2.50% maximum annually for customized advisory services $0+: Up to 1.25% for ERISA plan services (negotiable) $0+: Up to 1.25% for retirement plan services (negotiable)

Commissions

Commissions earned on securities and insurance products sold; trail fees may offset advisory fees on annuities; structuring fees up to 0.65% on structured products

Project-based

Financial planning and consulting hourly fees generally range from $50 to $750 per hour; ERISA plan hourly fees up to $300 per hour

Other

Fee-only: Financial planning hourly fees range from $50 to $750 per hour; fixed fees up to $20,000 depending on complexity; ERISA plan hourly fees up to $300 per hour; fixed fees up to $100,000 for ERISA plans

Work history

Bar Harbor Bank & Trust

2008 - Present (18 years)

infinex Investments, Inc.

2008 - Present (18 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Hilary G

Series 63, Series 65

New York, NY

Merrill

Hilary Giles is a Private Wealth Advisor at Merrill Private Wealth Management, leading the Giles Group which serves a select clientele including wealth creators in technology, healthcare, and private equity. Her practice focuses on delivering personalized and collaborative advice tailored to the unique dynamics and priorities of each client relationship. She specializes in investment management, liquidity event planning, cash-flow analysis, and trust and estate planning services, and is experienced in creating values-based portfolio strategies and developing custom philanthropic plans. Ms. Giles has extensive experience advising multi-generational families and guiding clients through pivotal financial events such as business sales, initial public offerings, significant venture distributions, and establishing family philanthropic plans. She holds a B.A. from Georgetown University, where she graduated Phi Beta Kappa and Summa Cum Laude, and an M.B.A. from Columbia University, where she was a Merit Fellow. She also holds the Personal Investment Advisor (PIA) designation. Outside of her professional work, Hilary Giles is a member of the Tarratine Club of Islesboro Maine. She resides in Portola Valley, California, with her husband and enjoys basketball, boating, cooking, hiking, reading, and spending time with her family.

Liquidity event planning Business exit / sale strategy Wealth management Charitable giving & philanthropy
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David W

Series 63, Series 66

Deer Isle, ME

Deer Isle Research & Management, LLC

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Megan F

Series 63, Series 65, Series 66

Brooksville, ME

TIAA-CREF

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Gary F

Series 65

Swan's Island, ME

Mass Mutual Investors Services

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Daniel L

CFP®, Series 63, Series 65

Islesboro, ME

Cetera

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Peter M

Series 66

Brooksville, ME

Cambridge Investment Research Advisors

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