Who We Serve

Our clients tend to share some of these common characteristics:

• Desire financial planning focus, not just investment management
• Experiencing a transition of some sort in their life    
• Interested in long-term advisory relationship.
• Willingness to delegate, but not blindly
• Investment asset size typically between $500,000 and $3,000,000, net worth up to $5,000,000
• Tend to be a leading edge baby boomer

   
     ABOUT US      

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        Mission & Values

        Who We Serve

        Case Studies

        Our Team

Compensation

We provide both financial planning and investment management for a bundled fee tied to the amount of money we manage for you, subject to a minimum.  In addition, special project management fee arrangements are available in certain circumstances.  At the conclusion of the initial consultation we will provide you with a written fee estimate.

Easing the Transition

Change is hard, especially when it comes to retrieving financial records and filling out forms, even if the end result is better.  We do everything possible to help make a smooth transition to Addis & Hill so that you do not miss a beat.

               Securities Compliance Form ADV

               To receive a copy of Securities Compliance Form ADV

               Contact us.