How does the advisor help clients – Key Takeaways:
BOSTON HILL ADVISORS, LLC is a reputable financial advisory firm that provides comprehensive services to clients. With a team of experienced and knowledgeable financial experts, they strive to assist clients in achieving their financial goals and managing their wealth effectively. Through a customized approach, Boston Hill Advisors helps clients navigate their financial journey with confidence and peace of mind.
Facts and Insights:
Boston Hill Advisors, LLC is a registered investment advisory firm located in Boston, Massachusetts. According to their most recent Form ADV filing with the Securities and Exchange Commission (SEC), the firm has over $300 million in assets under management (AUM). They also employ a team of 5 advisors, who have combined experience of over 50 years in the financial industry. Since their establishment in 2009, Boston Hill Advisors has been dedicated to providing high-quality financial services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $300 million | 5 | 12 years |
Financial Services Offered:
Boston Hill Advisors offers a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, risk management, and education planning. Their team of financial advisors works closely with clients to understand their unique financial situation and create a customized plan that aligns with their goals and needs.
Client Types:
Boston Hill Advisors serves a diverse group of clients, including high-net-worth individuals, families, professionals, and business owners. They also work with retirement plans, trusts, and charitable organizations.
Fees & Compensation:
The fees charged by Boston Hill Advisors are based on a percentage of AUM, which is typical for most investment advisory firms. Their fee schedule is tiered, with lower fees for larger AUM. This incentivizes the firm to continue growing and performing well for their clients. They also offer financial planning services on a fee-only or hourly basis.
Background:
Boston Hill Advisors was founded in 2009 by three financial professionals who shared a common vision and passion for helping clients achieve financial success. The firm has grown over the years and has established a reputation for providing exceptional financial advice and services. The team at Boston Hill Advisors has a diverse background and expertise in various areas of finance, which enables them to offer a well-rounded approach to their clients.
Financial Advisor Disclosures to Know:
Boston Hill Advisors has a clean record with regulatory agencies and has not had any disciplinary actions taken against them. They are also required to disclose any conflicts of interest that may arise, as well as any legal or financial events that may impact their services to clients.