Hillspring Financial offers personalized financial planning and investment management services. This includes helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, fund education, plan for retirement, and plan their estate. Hillspring Financial does not take custody of client assets, and clients make the final investment decisions.
Fee Structure
Hillspring Financial offers investment management services for a fee based on the value of your portfolio. The annual fee is typically 1.1%, charged quarterly. This fee can be negotiated based on the size of your account and other accounts you have with Hillspring Financial. Hillspring Financial also uses third-party managers through the AM and PFG programs, with fees ranging from 0.65% to 1.10% depending on the amount invested.