Hottinger & Co Limited is a wealth manager based in London, regulated by the UK Financial Conduct Authority and registered with the SEC. Hottinger offers both discretionary investment management and non-discretionary advisory services to U.S. clients. Hottinger aims to preserve capital and income while delivering consistent investment performance through diversification. Before establishing a relationship, Hottinger gathers information to assess a client's needs, investment experience, objectives, and risk tolerance.
Assets Under Management$1.2B
Clients273
AdvisorsN/A
Avg. per Client$4.4M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.35% |
Fees are negotiable for accounts over $15 million. There is a minimum investment account charge of $5,000 per year for the first tier.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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