| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.55% |
Fees are negotiable and minimum fees may be waived.
Hamilton Capital is a fee-only firm, meaning they are only compensated by client fees, generally based on a percentage of assets under management. The annual fee is 1.00% on the first $2 million, 0.75% on the next $2 million, and 0.55% above $4 million. The suggested minimum portfolio for Wealth Management clients is $500,000, subject to a minimum quarterly fee of $1,250. Fees are negotiable and minimum fees may be waived. Planning and Advisory Services may be provided on an hourly basis ($60-$500/hour) or a pre-established fixed fee.
5025 Arlington Centre Blvd, Suite 300, Columbus, OH, 43220
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