Great Hill Advisory (GH) provides financial planning and investment management services to individuals and high-net-worth individuals. Financial planning covers areas like cash flow, college savings, estate planning, insurance, investments, and retirement. Investment management involves creating tailored portfolios using passive investment strategies with index mutual funds or exchange-traded funds. GH may also refer clients to third-party money managers.
Fee Structure
Great Hill Advisory may coordinate with third-party investment advisors to manage client investments. These advisors may charge additional fees separate from Great Hill Advisory's retainer fee. Great Hill Advisory recommends these outside advisors only if they provide additional services that the firm believes the client will benefit from.