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.

INVESTMENT MANAGEMENT OPTIONS:

You Manage

We'll still include your investments in our planning process, but you handle the day to day of managing your own investment assets.

We Manage

We do the work and manage your investment assets on our platform.

We Manage w/ Robo

We still manage your investment assets, but we let our robo investment solution do the day to day work.

MORE ABOUT MANAGEMENT PLANS

You Manage

When you manage your own investments, you use the custodian of your choice, and you do the buying and selling of your investments. We’ll provide recommendations if you want, but you’ll do the day to day work.

Plan Option

GUIDED

Starting at:

Monthly Subscription

Any

You

Manages

Custodian

Fee Model

Fee Cost*

Upfront fee = $250

Ongoing fee:

Singles - $75/Month

Couples - $100/Month

We Manage

When HTFP manages your investments, we’ll use our preferred custodian, TD Ameritrade, to build a diversified, low-cost investment portfolio. We’ll handle the day to day management of buying and selling of your investments, but only with your approval first.

Plan Option

GUIDED PLUS

Starting at:

Monthly Subscription + AUM

TD Ameritrade

HTFP

Manages

Custodian

Fee Model

Fee Cost*

Upfront fee = $250

Ongoing fee:

Singles - $88/Month

Couples - $113/Month

We Manage w/ Robo

When HTFP manages your investments with our robo-advisor, Betterment, we’ll work together to select an asset allocation for your investment portfolio. We’ll oversee your investment portfolio, but Betterment will do the day to day work of buying and selling investments for your portfolio.

Plan Option

GUIDED PLUS

Starting at:

Monthly Subscription + AUM

Betterment

HTFP

Manages

Custodian

Fee Model

Fee Cost*

Upfront fee = $250

Ongoing fee:

Singles - $88/Month

Couples - $113/Month

*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.

We Manage

Account Value

$0 - $50,000

$50,001 - $250,000

$250,001 - $500,000

$500,001 - $1,000,000

$1,000,001 and Above

Annual Advisory Fee

Minimum $150 Annually

0.300%

0.250%

0.200%

0.175%

We Manage w/ Robo

Account Value

$0 - $50,000

$50,001 - $250,000

$250,001 - $500,000

$500,001 - $1,000,000

$1,000,001 and Above

Annual Advisory Fee

Minimum $150 Annually

0.400%

0.350%

0.300%

0.275%

Ready to Talk? Book your Discovery Call Today!

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