Paula Lilly is a registered investment advisor at Ramsey Hill Asset Management LLC, based in St Paul, MN, with 12 years of industry experience. Paula operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 88 clients with $130M 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 $500K | 1.50% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.85% |
Assets in ETF-Only Portfolios are assessed an annual fee of 1.00%. Fees are negotiable based on the client’s individual circumstances.
Fee Estimator
Location
St Paul, MN
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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
Paula is a non-voting member of Mojave Color, LLC, a technology and software development company, since May 2024. This is a passive investment and requires minimal time commitment.
Employment History
Current Registrations
Ramsey Hill Asset Management LLC
State Registrations1 state
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