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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.55% |
Fees are negotiable and minimum fees may be waived.
Fee Estimator
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.
Areas of Practice
Advisor Information
Office location
5025 Arlington Centre Blvd, Suite 300, Columbus, OH, 43220
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 →