Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
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
Advisor Information
Office location
7255 Woodmont Avenue, Suite 260, Bethesda, MD, 20814
Get directionsRegulatory History
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 →Other Business Activities
Lindsey is involved with Hillman Capital Management in investment management and business development. This activity is investment-related and takes nearly a full-time commitment.