Federal Hill Capital Management

Fee-Only (% of Portfolio)Fixed/Hourly

Federal Hill Capital Management (FHCM) offers investment management and financial planning services. Financial planning is recommended but not required. FHCM provides advice on various securities, including stocks, bonds, and mutual funds. They also offer insurance advisory services and can sell insurance products. FHCM aims to understand each client's situation and needs to help them achieve their financial goals.

Assets Under Management$48M
Clients306
Advisors2
Avg. per Client$160K
Avg. per Advisor$24M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$120

Federal Hill Capital Management charges a percentage of your portfolio's value each month. The percentage depends on your investment objective (fixed income, balanced, growth, etc.) and the amount you have invested. Accounts within the same household can be combined to reach higher tiers. Fees are deducted from your account monthly. The specific percentages are listed below:

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Location

2 Advisors at this firm