Hamilton Point Investment Advisors manages investment portfolios for individuals, families, and institutional clients. Hamilton Point focuses on building diversified portfolios using a mix of individual stocks, bonds, mutual funds, and exchange-traded funds, tailored to each client's specific risk tolerance, time horizon, and tax situation. The firm's investment strategy emphasizes quality and fundamental research, covering fixed income, equity, and alternative investments. In addition to investment management, Hamilton Point offers wealth management services, including financial planning, typically included within the standard advisory fee. The firm operates as a registered investment advisor and generally requires a minimum account size of $1 million.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are negotiable on a client-by-client basis.