May Hill Capital offers customized wealth management services, including investment management and financial planning. Investment management involves creating a portfolio strategy based on client goals, risk tolerance, and financial situation, primarily using individual stocks and exchange-traded funds. Financial planning services cover areas like retirement, education savings, and charitable giving. May Hill may recommend unaffiliated investment managers or platforms when it's in the client's best interest.
Fee Structure
May Hill Capital's wealth management fees are based on the average daily market value of your investments and are paid quarterly in advance. Fees range from 0.30% to 0.90% annually, depending on the complexity of services, the amount you invest, and your overall relationship with May Hill. May Hill may also offer a fixed annual fee, tiered fee schedule, or fixed dollar amount. There is a $15,000 minimum annual fee, which may be reduced or waived. If May Hill uses independent managers, the total blended fee will not exceed 2.00% annually.