Guard Hill Advisors manages investment portfolios for individuals, high net worth individuals, corporations, business entities, charitable organizations, and trusts. Guard Hill invests in equity and debt securities, focusing on current income and tax efficiency. They review securities regularly and consider client feedback on liquidity, risk tolerance, and other factors. Their investment strategy involves low turnover to reduce trading costs and increase tax efficiency.
Assets Under Management$81M
Clients15
Advisors1
Avg. per Client$5.4M
Avg. per Advisor$81M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.63% |
| $2.5M - $10.0M | 0.50% |
| $10M+ | 0.38% |
Fees are negotiable in certain cases based on prior relationships and related account holdings.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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