Overview
- Total Firm Assets
- $1.5 billion
- Average High-Net-Worth Client Portfolio Size
- $8.8 million
Fee Disclosure
Source: HOTTINGER & CO FORM ADV PART 2A MARCH 2026 (2026-03-31) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 0.90% |
| $2,000,001 | $5,000,000 | 0.70% |
| $5,000,001 | $15,000,000 | 0.55% |
| $15,000,001 | $25,000,000 | 0.45% |
| $25,000,001 | $50,000,000 | 0.35% |
| $50,000,001 | and above | Negotiable |
Stated Minimum Annual Fee: $5,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $9,000 | 0.90% |
| $5 million | $39,000 | 0.78% |
| $10 million | $66,500 | 0.66% |
| $50 million | $226,500 | 0.45% |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 66.07%
- Number of High-Net-Worth Clients
- 110
- Total Client Accounts
- 637
- Discretionary Accounts
- 369
- Non-Discretionary Accounts
- 268
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 316515
- HOTTINGER & CO FORM ADV PART 2A MARCH 2026 (2026-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗