Stephen F. Hill and Associates L.L.C.
Assets Under Management
$45K
Number of Clients
1
Number of Advisors
1
Average Client AUM
$45K
AUM per Advisor
$45K
Compensation
Fee-Only (AUM)
About This Firm
Stephen F. Hill and Associates L.L.C. offers personalized investment management to individuals. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. The firm provides discretionary asset management services, typically under two categories: Mutual Fund Products and Enhanced Cash.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.30% |
| $2M+ | 1.10% |
The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee. These fees are for Mutual Fund Products. Other products have different fee structures.
Fee Estimator
You'll pay an annual fee based on the assets managed. The fee varies depending on the type of investment product (Mutual Fund Products, Enhanced Cash, ETF Products, or Select Stock Baskets) and the amount invested. For example, for Mutual Fund Products, the fee is 1.10% on the first $500K managed by the advisory firm, plus an additional Morningstar Investment Services Fee of 0.40%, for a total fee of 1.50%. Accounts within the same household may be combined for a reduced fee. Fees are billed quarterly in arrears. The annual fee may be negotiable.
Areas of Practice
Location
MI, United States