Hilltop Financial Advisors (HFA) manages investment portfolios based on clients' individual needs and goals. HFA also offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. HFA provides ongoing planning services to help clients implement their plans and stay on track.
Assets Under Management$13M
Clients56
Advisors1
Avg. per Client$240K
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable. If Ongoing Planning is chosen, the fee will be the greater of $375 per month or the percentage of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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