Federal Hill Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$48,011,347
Total clients
306
13% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
153
Average account size
$156,900
Client services
Fee options
Comprehensive financial planning fees priced per plan with minimum $450; 50% due at signing, remainder upon completion
$0 - $50,000: Fixed Income: 1.50%; Income: 1.90%; Balanced: 2.00%; Growth: 2.00%; Aggressive Growth: 2.00%; Speculative: 2.00% $50,000 - $100,000: Fixed Income: 1.25%; Income: 1.60%; Balanced: 1.80%; Growth: 2.00%; Aggressive Growth: 2.00%; Speculative: 2.00% $100,000 - $250,000: Fixed Income: 1.00%; Income: 1.40%; Balanced: 1.50%; Growth: 1.90%; Aggressive Growth: 2.00%; Speculative: 2.00% $250,000 - $500,000: Fixed Income: 0.75%; Income: 1.25%; Balanced: 1.30%; Growth: 1.70%; Aggressive Growth: 1.90%; Speculative: 2.00% $500,000 - $750,000: Fixed Income: 0.60%; Income: 1.00%; Balanced: 1.20%; Growth: 1.50%; Aggressive Growth: 1.75%; Speculative: 2.00% $750,000+: Negotiable rates for assets above $750,000
Commissions received from insurance product sales; rates vary by product and carrier
Hourly financial planning consultations at $150 per hour
Minimum fee: Minimum annual fee of $120 per account, negotiable Fee-only: Financial planning: $450 minimum per plan; hourly consultations: $150/hour
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Federal Hill Capital Management
129 N. Third St
Bardstown KY 40004, United States
Number of offices
2
Forms ADV
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