George M. Hiller Companies provides personalized investment management and financial planning services for individuals, families, trusts, and businesses. The firm builds diversified portfolios primarily using mutual funds, index funds, exchange-traded funds, and individual stocks and bonds, with a long-term investment philosophy that often favors equities. Portfolios can be managed with authority to make trades without asking first or on a non-discretionary basis. In addition to portfolio management, George M. Hiller Companies offers comprehensive financial planning covering retirement, taxes, cash flow, insurance, education funding, and estate planning, as well as specialized management for retirement accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable based on client circumstances, complexity, and related accounts. Individual retirement account portfolio management generally ranges from 0.50% to 1.0%. Accounts also incur a $50 annual maintenance fee.