MH
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
171 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$308.0M
Fee Structure
Minimum Investment:$2M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $20.0M | 0.85% |
| $20.0M - $70.0M | 0.75% |
| $70M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
HCM's basic annual fee schedule for separate accounts is tiered based on assets under management. The firm may waive or reduce fees for certain clients. Some clients pay fees in arrears, while others pay in advance quarterly. The Mutual Fund pays HCM advisory fees monthly at an annual rate of 0.70% of the Mutual Fund’s net assets. Fees may be negotiated with each client on an individual basis or with intermediaries on a group basis.
Areas of Practice
Investment Management
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Advisor Information
Office location
7255 Woodmont Avenue, Suite 260, Bethesda, MD, 20814
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Hillman Capital Management INC
September 1999 - Present · 26 yrs 4 mos
State Registrations2 states
MDTX
Advisor
Exams
No exam information available for this advisor.