Andrew Hill is a CFA-designated registered investment advisor at Andrew Hill Investment Advisors, INC., based in Naples, FL, with 16 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 253 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Andrew Hill Investment Advisors charges a percentage of the assets they manage for investment management services. The annual fee is based on a tiered schedule:
- First $2M: 1.00%
- $2,000,001 to $4,000,000: 0.80%
- $4,000,000,001 to $10,000,000: 0.60%
- Over $10,000,001: 0.50%
The annual fee is billed quarterly in advance. Fees are negotiable, subject to a $3,500 minimum annual fee. For assets held away at custodians not directly accessible by the firm, the annual fee is 1.25% of the market value of those assets.
Location
4089 Tamiami Trail North, Suite A203, Naples, FL, 34103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Andrew is a board member of the Big Cypress Basin, appointed by the governor. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Andrew Hill Investment Advisors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.