Drum Hill Capital provides investment advice and financial planning to individuals and families, including assistance with business-related financial issues. Services include managed accounts, comprehensive household reporting, financial planning, and investment consulting. Managed accounts are typically managed using a balanced strategy, but can be customized. Drum Hill Capital manages these portfolios on a discretionary basis.
Assets Under Management$170M
Clients72
Advisors3
Avg. per Client$2.4M
Avg. per Advisor$57M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fee schedule applies to managed accounts held at Fidelity Investments, excluding those invested in the Focused European Equity strategy (1.25% annual fee). A minimum annual fee of $1,000 applies to managed accounts at Fidelity Investments (excluding the European Equity strategy).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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