Hamilton Point offers investment advisory and management services, allocating client assets among equity, fixed income, mutual funds, and pooled investment vehicles. They also provide wealth management related services, including financial planning for investment management clients, typically included in the advisory fee. Hamilton Point tailors advisory services to meet individual client needs and objectives, considering factors like time horizons, risk tolerance, and tax issues.
Assets Under Management$1.1B
Clients252
Advisors7
Avg. per Client$4.2M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
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% |
Hamilton Point retains the discretion to negotiate or waive certain fees on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...