Hillvale Wealth Management (HWM) is a fee-only registered investment advisor offering wealth management services, which include both investment management and ongoing financial planning. HWM creates and manages investment portfolios based on clients' individual needs, goals, and risk tolerance. At no additional fee, HWM also provides ongoing financial planning, covering areas like cash flow, debt management, college savings, estate planning, insurance, retirement planning, and tax strategies.
Assets Under Management$36M
Clients50
Advisors1
Avg. per Client$720K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.35% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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