Hamilton Capital Partners offers investment advice to individuals and other clients. They create portfolios of stocks, bonds, exchange traded funds, and other securities tailored to each client's needs. Hamilton Capital Partners also provides general consulting services. As a fiduciary, Hamilton Capital Partners is legally required to act in the client's best interest.
Assets Under Management$440M
Clients218
Advisors2
Avg. per Client$2M
Avg. per Advisor$220M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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