Center Hill Wealth offers investment advisory services to individuals and other clients. They provide comprehensive portfolio management, including asset management and financial planning. They also offer retirement plan consulting services to employer plan sponsors, assisting with establishing, monitoring, and reviewing retirement plans. Center Hill Wealth utilizes third-party investment advisors to aid in the implementation of investment portfolios.
Assets Under Management$20M
Clients77
Advisors1
Avg. per Client$260K
Avg. per Advisor$20M
Fee Structure
Investment management only (planning not offered)
Center Hill Wealth's fee for Comprehensive Portfolio Management will not exceed 2.00% annually, billed quarterly in advance. Fees are negotiable and deducted from client accounts. Clients also pay fees charged by third-party money managers, but the combined fee will not exceed 2.50% annually.
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