Hill Wealth Strategies
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
2
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
D.R. Hill Wealth Strategies, LLC is a fee-based financial planning and investment management firm. They act as a co-advisor with Matson Money, Inc. to manage client accounts. Financial planning services are offered on an hourly fee basis. The firm does not act as a custodian of client assets.
Fee Structure
Financial planning services are offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique client needs. Financial Planning Services are also offered based on a non-negotiable hourly fee of $200 per hour. As a co-advisor with Matson Money, Inc., HWS charges an annual fee based on assets under management. HWS’s fee is based on a maximum annual fee of .25% to 1.2% of the assets. The fee will be disclosed to the client in the Investment Advisory Agreement and is negotiable based on the amount of assets and the Model Portfolio chosen.
Areas of Practice
Location
10800 Midlothian Turnpike, Suite 154, Richmond, VA, 23235