Assets Under Management
$45K
Number of Clients
1
Number of Advisors
1
Average Client AUM
$45K
AUM per Advisor
$45K
Compensation
Fee-Only (AUM)
Stephen F. Hill and Associates L.L.C. provides personalized investment management to individuals. Advice includes financial objectives, problem identification, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. The firm does not sell commissioned products.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.30% |
| $2M+ | 1.10% |
These fees are for Mutual Fund Products. The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
MI, United States