Gatehill Financial Consulting provides financial planning and portfolio management services. Jim Hill, the owner, believes in a holistic approach, taking time to understand clients' lives, families, investments, and retirement goals. Gatehill creates financial plans and Investment Policy Statements to help clients achieve their goals. Gatehill specializes in assisting families with estate planning, college savings, dependent adult family members, elder care, and the needs of small business owners approaching retirement.
Fee Structure
Gatehill Financial Consulting charges a percentage of your portfolio each year, ranging from 1.00% to 2.00%. The larger your account, the smaller the percentage. These fees are negotiable and are usually deducted from your account quarterly in advance. Gatehill may recommend mutual funds and ETFs, which have their own fees and expenses.