Mountain Hill Investment Partners

Fee-Only (% of Portfolio)Fixed/Hourly

Mountain Hill Investment Partners (MHIP) provides investment advice to families, individuals, corporations, and other investors. MHIP creates individual portfolios based on each client’s goals, risk tolerance, time horizon and tax structure, using their own expertise instead of outside managers. MHIP also provides non-discretionary advisory services to 401(k) plan sponsors.

Assets Under Management$360M
Clients142
Advisors3
Avg. per Client$2.5M
Avg. per Advisor$120M

Fee Structure

Investment management only (planning not offered)

Mountain Hill Investment Partners charges a fee based on the value of your portfolio. The specific fee is outlined in your Investment Advisory Agreement. The fee covers investment advice, custody of your assets, and account reporting. You may also pay separate fees charged by mutual funds or exchange-traded funds used in your account.

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Location

3 Advisors at this firm

Mountain Hill Investment Partners | TrueAdvisor