Hamilton Capital is an independent, fee-only investment advisory firm that provides wealth and investment management services. Hamilton Capital serves as Chief Investment Officer to its clients by applying continuous oversight to the clients’ portfolio within the context of a guiding investment policy statement developed mutually with the client. They also offer planning services such as tax, insurance, retirement, estate and wealth transfer and other areas. Hamilton Capital may recommend the services of other professionals for certain non-investment implementation purposes (e.g., attorneys, accountants, insurance agents).
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.55% |
For Wealth Management clients (both planning and investment management), the suggested minimum portfolio is $500,000 and is subject to a minimum quarterly fee of $1,250. Fees are negotiable and minimum fees may be waived. Assets with totals below the suggested minimum referenced above and that are still subject to the minimum fee may cause the annual rate to exceed 1.00%.