Hilton Head Capital Partners (HHCP) offers portfolio management tailored to individual client goals and risk tolerance. HHCP creates an investment plan for each client and manages their investments with the authority to make trades without asking first. HHCP also offers consulting services for overall financial guidance, including investment advice and financial planning. HHCP may recommend other investment advisors to manage client assets.
Assets Under Management$250M
Clients377
Advisors6
Avg. per Client$670K
Avg. per Advisor$42M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. An annual administrative account fee of $60 is also charged.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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