Hilltop Financial Advisors offers customized investment portfolios using passive investing strategies, primarily utilizing index mutual funds and exchange-traded funds. Alongside investment management, Hilltop Financial Advisors provides comprehensive financial planning covering retirement, cash flow and debt management, college savings, employee benefits, tax planning strategies, risk management, and estate planning. Hilltop Financial Advisors also offers project-based services including a student loan repayment strategy program and a single-session financial Q&A program called Simple Start.
Assets Under Management$25M
Clients66
Advisors1
Avg. per Client$370K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable and calculated as a blended rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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