Hilton Capital Management offers investment management services to individuals, taxable and tax-exempt entities, state and municipal funds, third-party investment platforms, and wrap fee accounts. The firm manages assets through separately managed accounts and sub-advisory roles for investment vehicles. Hilton Capital Management primarily allocates client assets among master limited partnerships (MLPs), real estate investment trusts (REITs), individual debt and equity securities, collective investment vehicles (such as ETFs and mutual funds) and options.
Fee Structure
Hilton Capital Management offers investment management services for a fee based on a percentage of the value of the assets they manage. The annual fee varies between 0.12% and 1.25%, depending on the amount invested and the type of services provided. This fee does not include brokerage commissions or other transaction costs. Fees are charged quarterly, based on the value of the assets on the last day of the previous quarter. Fees may be negotiable.