Hill Investment Group Fees & Minimum

Overview

Headquarters: St. Louis, MO
Total Firm Assets: $1.3 billion
Average High-Net-Worth Client Portfolio Size: $5.0 million

Fee Disclosure

Source: HILL INVESTMENT GROUP PART 2 BROCHURE MARCH 2026 (2026-03-31) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$2,000,000	0.95%
$2,000,001	$5,000,000	0.85%
$5,000,001	$10,000,000	0.75%
$10,000,001	and above	0.55%

Stated Minimum Annual Fee: $5,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$9,500	0.95%
$5 million	$44,500	0.89%
$10 million	$82,000	0.82%
$50 million	$302,000	0.60%
$100 million	$577,000	0.58%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 77.37%
Number of High-Net-Worth Clients: 208
Total Client Accounts: 1,481
Discretionary Accounts: 1,481

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting

Regulatory Filings

SEC CRD Number: 312052

HILL INVESTMENT GROUP PART 2 BROCHURE MARCH 2026 (2026-03-31) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Hill Investment Group