Hilltop Wealth Advisors manages investment portfolios and provides comprehensive financial planning and consulting services. Hilltop Wealth Advisors builds diversified portfolios primarily using mutual funds and exchange-traded funds, and can also work with independent portfolio managers. The firm tailors its services to individual client goals, risk tolerances, and time horizons, offering both standalone investment management and full wealth management services that combine ongoing planning with portfolio oversight. Hilltop Wealth Advisors specializes in areas such as retirement planning, tax strategies, estate planning, education funding, and socially responsible investing, serving individuals, families, trusts, and businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $10.0M | 0.70% |
| $10M+ | 0.45% |
Fees are negotiable based on factors such as anticipated future assets and relationship size. Certain clients are grandfathered into previous fee schedules.
