Addis Hill offers financial planning and investment management services. Financial planning covers risk management, asset allocation, tax strategies, and more. Investment management uses a data-driven approach to minimize portfolio volatility. Addis Hill manages client assets on a discretionary basis, primarily using exchange-traded funds and individual bonds. Clients make a one-time payment of $900 for a limited scope agreement to determine if ongoing services are a good fit.
Assets Under Management$250M
Clients159
Advisors3
Avg. per Client$1.6M
Avg. per Advisor$85M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual advisory fee ranges from 0.25% to 1.25% depending on the amount of assets managed. The above fees are negotiable. Minimum annual fee is $5000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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