Hillhurst Wealth Management provides comprehensive financial planning, wealth management, investment management, and family office services. They start with a free initial consultation to understand your goals and financial situation. They create a financial plan tailored to your needs, covering areas like cash flow, debt, college planning, investments, taxes, insurance, retirement, and estate planning. Hillhurst can also help implement the plan and monitor it continuously. Investment management is offered through third-party managers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
The above fee schedule includes an estimated third-party Manager’s fee of 0.25%. Please note the actual Manager fee may vary widely depending on the Manager engaged by Hillhurst. However, the total fee charged to the Client by Hillhurst and the third-party manager will not exceed 3% of assets under management annually. Hillhurst and third-party Manager fees with be disclosed to the Client and agreed upon prior to engagement. Clients may also be charged a one-time set-up fee of $250 per account. For Active Investment Management Fees: Assets up to $2,500,000: 1.75%, Assets between $2,500,001 and $5,000,000: 1.65%, Assets between $5,000,001 and $10,000,000: 1.55%, Assets in excess of $10,000,000: Negotiable. The above fee schedule includes an estimated third-party Manager’s fee of 0.75%. Please note the actual Manager fee may vary widely depending on the investment plan structure and the Manager engaged by Hillhurst. However, the total fee charged to the Client by Hillhurst and the third-party manager will not exceed 3% of assets under management annually. Hillhurst and third-party Manger fees will be disclosed to Clients and agreed upon prior to engagement. Clients may also be charged a one-time set-up fee of $300 per account.