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.
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.
Manages
Custodian
Fee Model
Fee Cost*
You
Any
Monthly Subscription
Starting at:
Upfront fee = $250
Ongoing fee:
Singles - $75/Month
Couples - $100/Month
Plan Option
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.
Manages
Custodian
Fee Model
Fee Cost*
HTFP
TD Ameritrade
Monthly Subscription + AUM
Starting at:
Upfront fee = $250
Ongoing fee:
Singles - $88/Month
Couples - $113/Month
Plan Option
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.
Manages
Custodian
Fee Model
Fee Cost*
HTFP
Betterment
Monthly Subscription + AUM
Starting at:
Upfront fee = $250
Ongoing fee:
Singles - $88/Month
Couples - $113/Month
Plan Option
*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%
