Hilltop Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, corporations, and business entities. They offer services like retirement planning, tax planning, and estate planning. For investment management, they primarily use mutual funds and ETFs, and may also use individual securities or independent investment managers. Hilltop Wealth Advisors manages investments with the goal of aligning with clients' needs and objectives.
Assets Under Management$640M
Clients588
Advisors9
Avg. per Client$1.1M
Avg. per Advisor$71M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $10.0M | 0.70% |
| $10M+ | 0.45% |
Fees are negotiable. Investment management fees charged in connection with Wealth Management Services are subject to a minimum annual fee of $15,000, applied in quarterly installments.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
