Assets Under Management
$308.0M
Number of Clients
171
Number of Advisors
2
Average Client AUM
$1.8M
AUM per Advisor
$154.0M
Compensation
Fee-Only (AUM)
Hillman Capital Management provides discretionary and non-discretionary investment advisory services to separately managed accounts and a mutual fund. Portfolio strategies may include investments in various securities. They also serve as a portfolio manager to clients in wrap fee programs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $20.0M | 0.85% |
| $20.0M - $70.0M | 0.75% |
| $70M+ | 0.50% |
Fees may be negotiated with each client on an individual basis.
7255 Woodmont Avenue, Suite 260, Bethesda, MD, 20814