Hill Investment Group Partners (HIG) offers investment management and financial planning through various service lines. HIG works with clients to determine their investment objectives and risk profile, creating written investment objectives or policy statements. HIG uses software to evaluate portfolio designs and monitors client portfolios at least quarterly, holding regular review meetings. HIG typically recommends portfolios of mutual funds and ETFs, and may use model portfolios. HIG manages portfolios on a discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
Clients with less than $1 million in AUM are typically charged a fee of 1.25%. Employees of HIG and their immediate family receive a preferred investment management fee. Many investment management client relationships predated the implementation of HIG’s current fee schedule, and these clients generally have investment advisory agreements with fee schedules they agreed to during the legacy arrangement. For this reason, clients’ fees in some cases are higher or lower than those reflected in the foregoing schedule or are subject to additional or differing terms, such as a different minimum fee than the current fee schedule.