Hill Island Financial offers investment management and financial planning services to individuals, high net worth individuals, families, trusts, estates, and businesses. They create customized investment strategies using exchange-traded funds, mutual funds, individual stocks, and bonds. They also offer financial planning services covering investment planning, retirement planning, personal savings, education savings, and insurance needs. Hill Island Financial may recommend independent managers for a portion of a client's portfolio.
Assets Under Management$540M
Clients208
Advisors7
Avg. per Client$2.6M
Avg. per Advisor$77M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.65% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.60% |
| $50.0M - $75.0M | 0.55% |
| $75M+ | 0.55% |
Fees may be negotiable for accounts over $75,000,000. If using independent managers, the total blended fee will not exceed 2.00% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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