RJ Hill's Financial Services offers integrated wealth management, asset management, tax planning, and estate planning services. Founded in 2012 and based in Eau Claire, Wisconsin, the firm operates as part of an informal family office with a focus on serving individuals, farmers, and blue-collar trade workers. RJ Hill's helps clients build wealth, manage risk, and align their lifestyle with tax planning and financial objectives. The firm provides both discretionary and non-discretionary investment management, reviewing portfolios quarterly and tailoring strategies to individual goals, time horizons, and risk tolerance. Additionally, the firm's team maintains affiliations for insurance products and tax preparation services through separate entities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.05% to 1.00% annually and are negotiable based on the amount of work required and combined household accounts. There are no account minimums.