Alpine Hill Advisors provides wealth management and family office services. They create customized investment plans based on your financial needs, goals, and risk tolerance. They monitor and rebalance your portfolio, making changes as needed. They may invest in individual stocks and bonds, exchange-traded funds, mutual funds, and alternative investments. For certain clients, Alpine Hill offers lifestyle management services such as bill payment, calendar management, and travel management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Wealth management fees range up to 1.50% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee. Fees may be negotiable at the sole discretion of the Advisor.