Hill Investment Group

CRD#312052
Investment Advisor Firm

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Learn more about Hill Investment Group

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Hill Investment Group is located at 190 Carondelet Plaza, Saint Louis, MO. The firm employs 8 financial advisors. Hill Investment Group is not a registered broker-dealer.

    The firm manages $1.0 billion in assets under management across 1,499 accounts, with 1,388 discretionary accounts and 111 non-discretionary accounts. Over the past year, the firm has provided financial planning services to between 251 and 500 clients. Services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and other services. Hill Investment Group serves retail investors, high net worth investors, pension plans, and charitable organizations, with high net worth investors representing the largest client type by accounts. The firm has 208 high net worth clients and maintains affiliations with broker-dealers or securities dealers, accountants or accounting firms, lawyers or law firms, insurance companies or agencies, pension consultants, real estate brokers or dealers, and commodity pool advisors. The fee structure includes asset-based and fixed fees.

    Hill Investment Group is registered in Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Kansas, Louisiana, Nebraska, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Virginia, Missouri, Texas, and New Hampshire.

    Assets Under Management

    $1.0 billion

    Number of Advisors

    8

    Disclosures

    No

    Office Location

    190 Carondelet Plaza
    Saint Louis, MO 63105

    Hill Investment Group by the Numbers

    Total Assets Under Management

    $1.0 billion

    National Average: $8.6 billion
    Total Number of Employees

    10

    National Average: 64
    Total Number of Accounts

    1,499

    National Average: 375,227
    Average Account Size

    $695.4 thousand

    National Average: $23.0 thousand
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    Products and Services

    Financial services that Hill Investment Group provides include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and other services. In the prior fiscal year, Hill Investment Group provided 251-500 of its clients with financial planning servcies. It does sell products or offer services different than investment advisory services to its customers. Hill Investment Group is affiliated with one or more other service providers in the financial services industry, including with a broker-dealer or securities dealer, accountant or accounting firm, lawyer or law firm, insurance company or agency, pension consultant, real estate broker or dealer, and commodity pool advisor.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

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    Fee Structure

    A financial advisor's fees usually vary depending on the type of services provided. However, fees charged by Hill Investment Group can consist of some combination of the following fee structures: asset-based and fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company. It can withdraw its fees directly from client accounts.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    It provides services to retail investors, high net worth investors, pension plans, and charitable organizations. Out of its 1,499 clients, Hill Investment Group's largest client group by number of accounts is high net worth investors, though it also serves 208 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 49.76%
    • Other Individuals - 48.33%
    • Corporations - 1.67%
    • Charitable Organizations - 0.24%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Hill Investment Group does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Hill Investment Group

    Matthew Zenz
    New York, NY
    Nell Schiffer
    Saint Louis, MO
    Jonesy Chauvot
    Austin, TX
    Mordecai Obengappiah
    Saint Louis, MO
    John Gardner
    Saint Louis, MO
    Grace Kreifels
    Santa Monica, CA
    Michael Kafoglis
    Houston, TX
    Walter Reisinger
    Saint Louis, MO
    Matthew Hall
    Saint Louis, MO

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