Hillstrong provides investment advisory services, managing portfolios based on client objectives. They use a tactical allocation strategy to reduce risk and increase performance, potentially using various securities and alternative investments. Hillstrong tailors services to individual needs and can advise on held-away assets on a non-discretionary basis with client approval.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees may be negotiated at the sole discretion of Hillstrong.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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