Hamrick Investment Counsel (HIC) manages investment portfolios for individuals, foundations, and nonprofits. HIC tailors its advice to each client's financial situation. HIC requires clients to deposit assets with an independent custodian and grants HIC authority to buy and sell securities. HIC manages portfolios in a balanced style, including both stock and bond investments. HIC may provide portfolio and financial scenarios and projections for retirement planning purposes.
Assets Under Management$270M
Clients92
Advisors3
Avg. per Client$2.9M
Avg. per Advisor$90M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $30.0M | 0.40% |
| $30M+ | 0.30% |
Fees may be higher or lower than the standard fee schedule based on legacy fee arrangements or other reasons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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