Park Hill Financial Planning & Investment Management, LLC
Park Hill Financial Planning & Investment Management provides financial planning and investment management services. Financial planning includes cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Investment management involves continuous advice on investing client funds based on individual needs, including stocks, bonds, mutual funds, and ETFs.
Fee Structure
Park Hill Financial Planning & Investment Management charges a fee based on the value of your portfolio.
- For clients with $1,500,000 or less, the annual fee is 1.00% of your portfolio, paid quarterly.
- For clients with over $1,500,000, the annual fee is a fixed $15,000, paid quarterly ($3,750 per quarter).
If Park Hill Financial Planning & Investment Management uses an outside manager, the above fee does not include the outside manager's fee, but the combined fee will not exceed 2% of assets under management.
