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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees and terms may be negotiable.