Hamilton-Bates Investment Research provides ongoing investment management services to clients based on their individual needs and goals. They offer both individual portfolio management and model portfolio management. The firm creates a personal investment policy for each client and manages a portfolio based on that policy. They review portfolios at least quarterly and rebalance as needed. Model portfolios are managed on a discretionary basis.
Assets Under Management$61M
Clients254
Advisors9
Avg. per Client$240K
Avg. per Advisor$6.8M
Fee Structure
Investment management only (planning not offered)
Hamilton-Bates Investment Research offers two types of investment management services, each with its own fee schedule:
Individual Portfolio Management:
- Under $250,000: 2.00% per year
- $250,001-$500,000: 1.50% per year
- $500,000-$999,999: 1.25% per year
- $1,000,000 and over: 1.00% per year
Model Portfolio Management:
- Under $250,000: 1.75% per year
- $250,001-$500,000: 1.50% per year
- $500,000-$999,999: 1.25% per year
- $1,000,000 and over: 1.00% per year
The fees are calculated quarterly and paid in advance.
Loading...