Hilton Capital Management provides investment management services primarily through separately managed accounts for high net worth individuals, as well as sub-advisory services for funds and third-party platforms. The registered investment advisor focuses on capital preservation and building sustainable wealth through various strategies such as tactical income, dividend and yield, small and mid-cap equities, and exchange-traded funds. Hilton Capital Management customizes portfolios based on client risk tolerance and objectives, while offering strategies investing in master limited partnerships, real estate investment trusts, equities, debt instruments, and options.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual fee rates vary between 0.12% and 1.25% depending on assets under management and service type. Rates are negotiable.