Prospect Hill Management offers continuous investment advice based on your individual needs. They work with you to establish financial goals and create a personalized investment policy. Prospect Hill manages accounts on a discretionary basis, meaning they make trades without asking you first, based on your objectives and tax considerations. They invest in various securities, including stocks, bonds, and mutual funds.
Assets Under Management$230M
Clients40
Advisors1
Avg. per Client$5.9M
Avg. per Advisor$230M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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