H.A.M.L

Fee-Only (% of Portfolio)

Hyperion Asset Management, based in Australia, specializes in identifying and investing in high-quality, structural growth companies listed on global exchanges. Hyperion manages investments for public and corporate pension plans, corporations, and other institutions. Hyperion uses a 'bottom-up' approach, focusing on long-term business fundamentals and company quality rather than size or benchmark weighting. They do not use leverage or hedging.

Assets Under Management$11B
Clients57
AdvisorsN/A
Avg. per Client$200M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$200M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100.0M0.70%
$100.0M - $200.0M0.50%
$200.0M - $500.0M0.40%
$500M+0.25%

Fee schedule is indicative only. For separate accounts over US$500 million, the first US$500 million is charged at 0.45%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

0 Advisors at this firm

No advisors found for this firm.