Hill Country Group offers asset management services, managing custodial accounts with ongoing supervision. They also provide financial planning and consulting services, helping clients understand their financial situation and set objectives, covering areas like tax planning, asset allocation, and retirement planning. These planning services are offered on an hourly basis or as an ongoing annual plan. Hill Country Group also offers retirement plan consulting services for employer-sponsored retirement plans.
Assets Under Management$180M
Clients413
Advisors5
Avg. per Client$420K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Fees are negotiable. The brochure states a maximum fee of 140 basis points (1.40%).
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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