Assets Under Management
$31.7B
Number of Clients
54
Number of Advisors
23
Average Client AUM
$586.8M
AUM per Advisor
$1.4B
Compensation
Fee-Only (AUM)Fixed/Hourly
Hilltop Securities Asset Management (HSAM) specializes in providing cash flow-based investment strategies to municipal entities. Investment strategies are tailored to each client based on their cash flow projections and investment policy statement. HSAM also offers arbitrage rebate compliance and bidding agent services.
| Assets Under Management | 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.
717 N. Harwood Street, Suite 3400, Dallas, TX, 75201