Hillberg Capital Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Hillberg Capital Management provides investment management services based on client goals, time horizon, risk tolerance, and investment preferences. They monitor portfolios and rebalance as needed. They also offer financial planning and consulting services, which may include cash flow, wealth management, estate planning, risk assessment, business planning, children’s education, and retirement planning. They may also provide advice on accounts not managed by them on a periodic basis.

Assets Under Management$81M
Clients104
Advisors1
Avg. per Client$780K
Avg. per Advisor$81M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm