George Hill Asset Management offers personalized investment advice and portfolio management services. The firm works with clients to determine their investment objectives and risk tolerance, then develops a tailored strategy. George Hill Asset Management offers both discretionary and non-discretionary portfolio management services, typically advising on equity securities, corporate debt, certificates of deposit, and mutual funds.
Assets Under Management$3.8M
Clients3
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$3.8M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.00% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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