Assets Under Management
$4.4B
Number of Clients
2,872
Number of Advisors
60
Average Client AUM
$1.5M
AUM per Advisor
$73.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Hamilton Capital provides wealth and investment management services, acting as Chief Investment Officer for clients. Services include long-range planning strategies, tax, insurance, retirement, estate, and wealth transfer planning. They may recommend unaffiliated independent investment managers and affiliated private funds.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.55% |
Fees are negotiable and minimum fees may be waived.
5025 Arlington Centre Blvd, Suite 300, Columbus, OH, 43220