Investments are part of the financial plan that help you
get to your financial peak.
INVESTMENT MANAGEMENT THE WAY YOU WANT IT
WHO DO YOU WANT TO MANAGE YOUR INVESTMENTS?
Investing is part of the overall process of becoming financially confident, and independent. Some prefer to do-it-yourself, and we fully support that decision. For others that may not be as comfortable managing their own investments, and would like for a professional to handle it, we've got your back! Either way, we are here to help and have an option that suits your preference.
*Financial planning fees are developed based on the complexity of individual circumstances. In addition to the monthly planning fee, an upfront fee of $250 is required to start the ongoing financial planning engagement.
AUM FEE SCHEDULE
Hill-Top is a Fee-Only advisor, which means, we are only compensated by our clients. We don't accept commissions or kickbacks that could potentially cloud our judgement when making a recommendation on “what’s best for our client”. We believe transparency is a part of trust, so take a look at our AUM fee schedule.