Hill Island Financial provides customized investment management and financial planning solutions for individuals, high net worth individuals, families, trusts, estates, businesses, and charitable organizations. Hill Island Financial builds portfolios primarily using exchange-traded funds and mutual funds, while also incorporating individual stocks and bonds when appropriate. Hill Island Financial operates as a registered investment advisor legally required to act in your best interest. In addition to portfolio management, Hill Island Financial offers comprehensive financial planning covering retirement, education savings, insurance needs, and personal savings, as well as advisory services for employer-sponsored retirement plans. Hill Island Financial is owned and operated by Kevin M. Toler and Joshua Moeller and is based in Grand Rapids, Michigan.
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 are negotiable at the sole discretion of Hill Island Financial. In certain circumstances, a fixed annual rate or fixed fee may be charged.