Hartline Investment Corporation offers continuous investment advice based on individual client needs. They develop a personal investment policy and manage portfolios based on client objectives, risk tolerance, and liquidity needs. They manage accounts on a discretionary or non-discretionary basis. They also offer non-continuous asset management with annual portfolio reviews and rebalancing.
Assets Under Management$850M
Clients225
AdvisorsN/A
Avg. per Client$3.8M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.60% |
Fees are negotiable for accounts over $25,000,000. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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