Drum Hill Capital, LLC fees and pricing

Financial planner in Westport, Connecticut. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 17, 2026, Drum Hill Capital, LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “Our Investment Consulting Services fees are calculated and charged on an hourly basis at $300 per hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“Drum Hill Capital receives an annual fee for assets under management, paid quarterly in arrears.”
“Fees for initial and final billing periods will be prorated for the number of days management services were provided.”
“Any fees on capital flows in and out of the portfolio will also be prorated for the number of days management services were provided.”

Its hourly rate of $300 matches the Connecticut median of $300. 48% of the 103 other Connecticut planners that publish an hourly rate charge less.
4 of the 7 other planners in Westport that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Minimum: $1,000 minimum fee (stated in brochure)
Clients: 72
Employees: 3
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $194,280,234
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 123359
Website: linkedin.com/company/drum-hill-capital (opens in new tab)
Phone: (203) 349-8182

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.