Hidden Hills Wealth offers investment advisory services to individuals and other clients. They focus on understanding client financial situations and goals to create suitable investment approaches. Services include comprehensive portfolio management using stocks, bonds, ETFs, and mutual funds, as well as retirement plan consulting for employer plan sponsors. Hidden Hills Wealth utilizes sub-advisory services of a third party investment advisory firm or individual advisor to aid in the implementation of an investment portfolio designed by the firm.
Fee Structure
Hidden Hills Wealth offers Comprehensive Portfolio Management services. The maximum annual fee charged for managing your investments will not exceed 1.75%. The exact fee will be outlined in your advisory agreement. Fees are billed quarterly in advance, based on the value of your account on the last day of the previous quarter. Fees are negotiable and will be deducted from your account. Adjustments will be made for deposits and withdrawals during the quarter.