Hamilton Capital manages investment portfolios and provides comprehensive wealth management services to individuals, high-net-worth clients, families, trusts, and estates. The firm uses a top-down, macroeconomic approach to portfolio construction, primarily utilizing mutual funds, exchange-traded funds, separately managed accounts, and alternative investments. In addition to investment management, Hamilton Capital offers integrated long-range financial planning covering tax, insurance, retirement, estate, and wealth transfer strategies. The firm also serves as investment manager to affiliated private funds and the Dynamic Alternatives Fund, and can provide co-advisory services and consulting on non-investment matters. Hamilton Capital operates as an independent, fee-only registered investment advisor.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.55% |
Fees are negotiable and minimum fees may be waived at the firm's discretion. Accounts below the suggested minimum subject to the minimum fee may have an effective annual rate exceeding 1.00%.