Andrew Hill Investment Advisors offers personalized investment advice and financial planning services to individuals, families, and businesses. The firm creates customized investment portfolios based on your risk tolerance and financial goals. They also offer financial planning services, which may include a written plan to help you achieve your financial goals. Additionally, they provide pension consulting services to employee benefit plans.
Fee Structure
Andrew Hill Investment Advisors charges a percentage of the assets they manage for investment management services. The annual fee is based on a tiered schedule:
- First $2M: 1.00%
- $2,000,001 to $4,000,000: 0.80%
- $4,000,000,001 to $10,000,000: 0.60%
- Over $10,000,001: 0.50%
The annual fee is billed quarterly in advance. Fees are negotiable, subject to a $3,500 minimum annual fee. For assets held away at custodians not directly accessible by the firm, the annual fee is 1.25% of the market value of those assets.