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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee of 1.0%. Fees are negotiable at the firm's discretion.