Global Hill Wealth provides investment advice and financial planning to individuals, high net worth individuals, trusts, and estates. They create customized investment strategies based on client goals, risk tolerance, and financial situations, primarily using exchange-traded funds, individual stocks, mutual funds, and bonds. Global Hill also offers financial planning services covering areas like retirement, education, and insurance needs. Clients are not obligated to implement any recommendations.
Fee Structure
Global Hill Wealth charges a percentage of your portfolio annually, ranging from 1.00% to 2.00%. The exact percentage depends on the complexity of your situation, the amount they manage, and your overall relationship with Global Hill. Fees are paid monthly, quarterly, or semi-annually in advance. Fees may be negotiable.