Matthew Zenz is a registered investment advisor at Hill Investment Group, based in New York, NY, with 7 years of industry experience. Matthew 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 418 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
Clients with less than $1 million in AUM are typically charged a fee of 1.25%. Employees of HIG and their immediate family receive a preferred investment management fee. Many investment management client relationships predated the implementation of HIG’s current fee schedule, and these clients generally have investment advisory agreements with fee schedules they agreed to during the legacy arrangement. For this reason, clients’ fees in some cases are higher or lower than those reflected in the foregoing schedule or are subject to additional or differing terms, such as a different minimum fee than the current fee schedule.
Fee Estimator
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Hill Investment Group
Previous Registrations
Stone Ridge Securities LLCBroker
Dfa Securities LLCBroker
State Registrations3 states
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