Hamilton Management Group offers investment management services to individuals, trusts, pension and profit sharing plans, and corporations. They manage accounts on both a discretionary and non-discretionary basis, offering various investment programs tailored to client objectives. These programs include total return, mutual fund, capital income, market strategies, and capital preservation strategies. The firm does not receive commissions.
Assets Under Management$20M
Clients19
AdvisorsN/A
Avg. per Client$1.1M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Hamilton Management Group charges a percentage of the assets they manage. These fees are billed quarterly. Here's a breakdown of the annual fees for each investment program:
- Total Return Investment Program:
- 0.70% on the first $250,000 of assets
- 0.45% on assets above $250,000
- Mutual Fund Investment Program:
- 0.60% on the first $250,000 of assets
- 0.40% on assets from $250,001 to $1,000,000
- 0.25% on assets above $1,000,000
- Capital Income Investment Program:
- 0.60% on the first $500,000 of assets
- 0.40% on assets above $500,000
- Market Strategies Investment Program:
- 0.80% on the first $500,000 of assets
- 0.50% on assets above $500,000
- Capital Preservation Investment Program:
- 0.65% on the first $250,000 of assets
- 0.40% on assets above $250,000
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