Hartline Investment Corporation Fees & Minimum

Overview

Headquarters: Winnetka, IL
Total Firm Assets: $935 million
Average High-Net-Worth Client Portfolio Size: $7.5 million
Stated Minimum Account Size: $1,000,000

Fee Disclosure

Source: ADV PART 2 (2025-03-27) · View brochure text
Latest filing: ADV PART 2 (2026-03-30) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$5,000,000	1.00%
$5,000,001	$10,000,000	0.80%
$10,000,001	$25,000,000	0.60%
$25,000,001	and above	Negotiable

Stated Minimum Annual Fee: $10,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$50,000	1.00%
$10 million	$90,000	0.90%
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 71.82%
Number of High-Net-Worth Clients: 90
Total Client Accounts: 455
Discretionary Accounts: 414
Non-Discretionary Accounts: 41

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number: 106923

ADV PART 2 (2026-03-30) · View brochure text
ADV PART 2 (2025-03-27) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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