Hamilton Capital Advisors offers financial planning, recommendations of third-party investment managers, and retirement plan advisory services. Private client services combine financial planning and portfolio management for an asset-based fee. Stand-alone financial planning is available on a fixed-fee or hourly basis. Stand-alone portfolio management is also offered. The firm also recommends third-party investment management platforms.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K - $1.0M | 2.00% |
| $1M+ | 1.50% |
This fee schedule is for Stand-alone Portfolio Management Services. Private Client Services have a different fee schedule and a $500,000 portfolio minimum. Stand-alone Portfolio Management Services have a $250,000 portfolio minimum. Asset values of less than $250,000 will incur an annual fee that is greater than the highest annual rate.