Idle Hill Advisors provides ongoing portfolio management and financial planning services based on each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client and construct a plan to select a suitable portfolio. Idle Hill Advisors may also direct clients to third-party investment advisors. They generally limit their investment advice to fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected bonds, commodities, non-U.S. securities and venture capital funds.
Assets Under Management$100M
Clients200
Advisors4
Avg. per Client$520K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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