Hillgate Financial provides investment supervisory services tailored to each client's financial objectives, risk tolerance, and personal circumstances. Hillgate uses index and passively managed funds, along with other assets as required by the client. Asset-allocation strategies, based predominately on modern portfolio theory, are employed along with current asset class attractiveness. Hillgate does not hold client funds or assets.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.05% |
| $10M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...