Hilltop Securities Asset Management (HSAM) specializes in providing cash flow-based investment strategies to municipal entities like cities, counties, and school districts. HSAM tailors investment strategies to each client's cash flow projections and investment objectives, adhering to their individual Investment Policy Statement. HSAM assists clients in creating monthly or quarterly investment reports. HSAM generally does not have authority to make trades without client approval.
Assets Under Management$32B
Clients54
Advisors23
Avg. per Client$590M
Avg. per Advisor$1.4B
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.25% |
| $25.0M - $50.0M | 0.20% |
| $50.0M - $100.0M | 0.15% |
| $100.0M - $250.0M | 0.10% |
| $250.0M - $500.0M | 0.06% |
| $500M+ | 0.04% |
Fees are negotiable on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
23 Advisors at this firm
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