Hilltop Planning is a fee-only registered investment advisor offering investment management, ongoing financial planning, and project-based financial planning. For clients with $500,000 or more under management, Hilltop Planning provides a financial plan at no additional cost. The firm primarily advises on stocks, bonds, mutual funds, ETFs, U.S. government and municipal securities, and cash equivalents.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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