| Client Services |
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George
M. Hiller Companies, LLC offer client services in three primary
areas; investment management, financial planning and estate planning.
We are a fee only firm. We do not earn commissions from the purchase
or sale of securities, annuities or life insurance products. We
feel this approach allows us to offer professional and objective
counsel that is in the best interests of our clients.
For investment management services our firm
charges an asset management fee which typically ranges from 1% to
1.5% per year of assets under management. This fee is billed quarterly
and is charged to the account. Each account has a $40.00 one time
set up fee and a $50.00 yearly maintenance fee.
For financial planning and estate planning
services fees are based on either an hourly rate or on estimates
of the professional time required to provide the services.
Our commitment to you is to serve you with
professionalism, excellence and integrity. For more information
please contact us to request a firm brochure
and our disclosure document Form ADV Part II. We
are happy to respond to any questions or comments.
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