Hillman Capital Management provides investment advice to separately managed accounts and a mutual fund. They offer strategies investing in stocks, bonds, and other securities. HCM also provides model portfolios to other investment advisors. HCM participates in wrap fee programs, managing accounts based on client profiles provided by the program sponsor.
Assets Under Management$310M
Clients171
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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