Mark Hillman is a registered investment advisor at Hillman Capital Management INC, based in Bethesda, MD, with 26 years of industry experience. Mark 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 171 clients with $310M 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 $5.0M | 1.00% |
| $5.0M - $20.0M | 0.85% |
| $20.0M - $70.0M | 0.75% |
| $70M+ | 0.50% |
Fees for sub-advisory and dual contract accounts may be separately negotiated and may differ from the standard fee schedule. The Mutual Fund pays HCM 0.70% of the fund's net assets annually.
Fee Estimator
Location
7255 Woodmont Avenue, Suite 260, Bethesda, MD, 20814
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Hillman Capital Management INC
State Registrations2 states
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