Springhill Wealth Management

Fee-Only (% of Portfolio)

Springhill Wealth Management offers personalized investment management and financial planning for individuals, high-net-worth families, trusts, estates, and businesses. Springhill Wealth Management builds customized portfolios using equities, fixed income, mutual funds, exchange-traded funds, and alternative investments, with options for socially responsible and sustainable investing strategies. Services are provided on a discretionary or non-discretionary basis. In addition to portfolio management, Springhill Wealth Management provides comprehensive financial planning covering retirement, insurance, taxes, education, and portfolio allocation. The firm operates as a registered investment advisor based in Montana and is led by founder Travis Hartman.

Assets Under Management$82M
Clients71
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$82M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum annual fee of 1.0%. Fees are negotiable at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

Springhill Wealth Management - Fees, AUM & Advisors | TrueAdvisor