Hancock Capital Management is an investment advisory firm offering personalized portfolio management services. They work with clients to establish investment objectives and strategies based on their financial goals, risk tolerance, and other factors. Hancock Capital Management primarily invests in mutual funds and may provide incidental financial planning services to portfolio management clients. The firm's investment approach is based on Modern Portfolio Theory, which emphasizes diversification to manage risk and maximize returns.
Assets Under Management$110M
Clients403
Advisors4
Avg. per Client$270K
Avg. per Advisor$27M
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Fee Structure
Planning is included in investment management
Minimum Annual Fee:$400
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Certain pre-existing clients may be subject to a different fee rate. Please refer to your advisory agreement for specific details on your fee structure and payment terms.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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