Hilltop Wealth & Tax Solutions
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Hilltop Wealth manages investment portfolios based on client goals and risk tolerance. They offer financial planning, which may include budgeting, cash flow monitoring, retirement planning, estate planning, and insurance analysis. Hilltop Wealth may refer clients to its affiliate, Hilltop Tax Solutions, for tax preparation and bookkeeping services.
Assets Under Management$620M
Clients837
Advisors9
Avg. per Client$740K
Avg. per Advisor$68M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.00% |
| $750K - $1.5M | 0.90% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.40% |
Fees are negotiable for accounts over $25,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...