Brandon Hill Wealth Management, LLC

Fee-Only (% of Portfolio)

Brandon Hill Wealth Management offers investment management services to individuals and high net worth individuals. They create personalized investment plans based on your goals, risk tolerance, and financial situation. They manage portfolios using stocks, ETFs, mutual funds, and bonds. They monitor your account and contact you at least annually to discuss any changes.

Assets Under Management$48M
Clients19
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$48M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm