Rj Hill's Financial Services, LLC

Fee-Only (% of Portfolio)

RJ Hill’s Financial Services provides wealth management services, including asset management, tax planning, and estate planning. RJ Hill's aims to align your lifestyle with your tax planning and financial goals, focusing on goal setting, risk management, and investment maximization. The firm also offers seminars and workshops to promote financial health within the community.

Assets Under Management$4.4M
Clients34
Advisors1
Avg. per Client$130K
Avg. per Advisor$4.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

RJ Hill’s Financial Services manages your investments for a fee based on the value of your portfolio. The fees range from 0.05% to 1.00% annually. The exact fee is negotiable based on the amount of work required and the combination of household accounts. Fees are billed quarterly, at the end of the quarter, based on the portfolio's value at that time.

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Location

1 Advisors at this firm

Rj Hill's Financial Services, LLC | TrueAdvisor