Boston Hill Advisors

Wealth Management Firm in Andover, MA

Firm Info
Address: 100 Andover Bypass St #301, North Andover, MA 01845, USA
Phone: (978) 686-5687

Firm Size
Assets Under Management: $1 billion
# of Advisors: 9
# of Clients: 3,201
Client to Advisor Ratio: 356:1
Average Account Size: $313,120
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Boston Hill Advisors, LLC Overview

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC, is a fee-based registered investment advisory firm based in Saint Petersburg, Florida. The firm has been in business since 2008 and specializes in offering investment advice only. With their client-focused approach, they strive to provide financial planning services and portfolio management to individuals and small businesses, as well as businesses and institutional clients. Their portfolio management services are tailored to the specific needs of the client and aimed at maximizing investment returns. Additionally, the firm also provides pension consulting services and can assist in the selection of other advisors. Educational seminars and workshops are also offered for clients who want to stay informed about the latest market trends and make informed investment decisions. RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC also offers hourly and fixed-rate consultations for clients who require a more customized financial planning approach. Their team of experienced advisors is committed to providing personalized service to every client, ensuring that their financial needs are met to their satisfaction. With the aim to provide comprehensive financial guidance, the firm is committed to helping clients achieve their long-term financial goals.

Boston Hill Advisors, LLC provides top-notch financial advisory services to a diverse clientele which includes individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, state or municipal government entities, and other corporate entities. Their team of expert financial advisors offers personalized financial solutions tailored to meet the specific needs of each client, no matter how complex their situation may be. When it comes to their fee structures, Boston Hill Advisors, LLC offers a variety of options depending on the services provided. Clients may opt for a percentage of assets under management (AUM), where a small percentage of the value of the assets managed is charged as a fee. Alternatively, they may choose an hourly fee structure, based on the number of hours spent on their account. Lastly, clients can opt for fixed fees, which are predetermined rates based on the complexity of their financial situation. Overall, Boston Hill Advisors, LLC offers competitive and transparent fee structures so clients can be sure they are receiving the best value for their money.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Boston Hill Advisors, LLC is $500,000. This information is stated in their Part 2 Brochure note about investment minimums, which clarifies that the firm provides investment management services to individual clients with a minimum account size requirement of $500,000 for their BHA Managed Accounts. Therefore, individuals interested in investing with Boston Hill Advisors, LLC must have at least $500,000 to open an account.

How This Office Can Help Andover, MA Residents

Edward Jones Financial Advisor Tiffany D. Gilbert provides personalized financial services to individuals, families, and businesses in Shasta County, California. Tiffany educates her clients on the importance of establishing financial goals and provides guidance on various financial matters, including insurance, retirement planning, education savings, and estate planning. Living in Shasta County presents a unique set of financial situations, including the high cost of living and the threat of natural disasters. As a result, many individuals and families in the area are concerned about protecting their assets and preparing for emergencies. Tiffany can help her clients navigate these challenges by crafting a comprehensive financial plan that takes into account their specific needs and goals. Whether someone is planning for retirement, saving for their child’s education, or protecting their assets from wildfires, Tiffany is dedicated to helping her clients achieve financial success.

To view the Minimum Investment and Fee Schedule for Boston Hill Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Boston Hill Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Boston Hill Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 100 Andover Bypass St #301, North Andover, MA 01845, USA
Phone (978) 686-5687
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 9 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  5 Reviews

Other Office Locations

Firm Headquarters
Firm headquarters location 100 ANDOVER BYPASS STREET, SUITE 201, NORTH ANDOVER, MA 1845, United States

This firm has no other locations.

State Registrations

Boston Hill Advisors, LLC is registered to service clients in the following states:

  • California
  • Connecticut
  • Florida
  • Maine
  • Massachusetts
  • New Hampshire
  • New Jersey
  • New York
  • North Carolina
  • Ohio
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • Texas
  • Virginia

Disciplinary History

Boston Hill Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.