Hilltop Advisors provides investment advice, asset management, and financial planning services. Hilltop works with individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations. Hilltop creates investment plans and manages client portfolios using exchange traded funds, mutual funds, individual stocks and bonds. Hilltop also offers financial planning and consulting services covering investment, retirement, estate, tax, education, real estate, and insurance planning.
Assets Under Management$15M
Clients4
Advisors1
Avg. per Client$3.8M
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees over $10 million are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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