Sugar Hill Advisors offers financial planning services that help individuals meet life goals through proper management of financial resources. The firm assists clients with investment planning, insurance planning, tax concerns, retirement planning, college planning, debt/credit planning, and estate planning. Sugar Hill Advisors primarily recommends a diversified portfolio of mutual funds and ETFs.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive financial plan — $2,500 to $7,500, depending on complexity
- Issue-based financial advice — $300 per hour, with a maximum total fee quoted in advance
One-Time Plan:$2,500 - $7,500
Hourly Rate:$300/hr
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