Hilbar Capital provides investment management and financial advisory services to individuals, high net worth individuals, and small businesses. Hilbar invests client assets in a wide range of investments, from passive strategies utilizing index mutual funds and exchange traded funds to active strategies that may feature highly concentrated portfolios. Advisory services are tailored to each client’s financial situation, goals, and risk tolerance.
Assets Under Management$2.8M
Clients10
Advisors1
Avg. per Client$280K
Avg. per Advisor$2.8M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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