Hilltop Wealth & Tax Solutions
Assets Under Management
$490.8M
Number of Clients
806
Number of Advisors
7
Avg. Portfolio per Client
$609K
Avg. Managed per Advisor
$70.1M
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Hilltop Partners offers investment management based on your goals and risk tolerance. They analyze your current investments and recommend changes. They also offer financial planning, which can include budgeting, retirement planning, and estate planning. Hilltop Partners may refer you to their affiliate, Hilltop Tax Solutions, for tax preparation services. They use various sources of data to conduct economic, investment, and market analysis.
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.00% |
| $750K - $1.5M | 0.90% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.40% |
Fees negotiable for accounts over $25,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Location
4100 Edison Lakes Parkway, Suite 225, Mishawaka, IN, 46545