Mill Hill Management

Fee-Only (% of Portfolio)Fixed/Hourly

Mill Hill Management provides investment advisory services and financial planning to individuals, high net worth individuals, trusts, estates, businesses, and charitable organizations. Mill Hill offers wealth management services, including financial planning and discretionary or non-discretionary investment portfolio management. Mill Hill also offers consulting services on an annual or semi-annual term, including personalized Investment Policy Statements, Investment Education Modules, and personalized Risk Management Frameworks. Consulting clients are responsible for executing the advice provided.

Assets Under Management$5.5M
Clients1
Advisors1
Avg. per Client$5.5M
Avg. per Advisor$5.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees and terms may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Location

1 Advisors at this firm

Mill Hill Management | TrueAdvisor