George M. Hiller Companies offers investment portfolio management, individual 401(k) management, company 401(k) management, and financial planning services. Investment advice is tailored to each client's needs, goals, risk tolerance, and time horizon. The firm's investment strategy favors equities for long-term growth while managing risk. Financial planning covers personal finances, taxes, investments, insurance, retirement, estate planning, and education.
Assets Under Management$170M
Clients433
Advisors5
Avg. per Client$390K
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...