Hamilton Capital
Assets Under Management
$4.4B
Number of Clients
2,872
Number of Advisors
60
Average Client AUM
$1.5M
AUM per Advisor
$73.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Hamilton Capital provides wealth and investment management services, acting as a Chief Investment Officer for clients. Services include portfolio oversight, investment policy development, and integration of long-range planning strategies, such as tax, insurance, retirement, and estate planning. They may also provide consulting services regarding non-investment related matters.
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
Location
5025 Arlington Centre Blvd, Suite 300, Columbus, OH, 43220