Hill and Labarre Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$250,000
Total clients
6
0% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
2
Average account size
$41,667
About
Hill and LaBarre Wealth Management is a newly registered advisory firm that provides asset management and financial planning to individuals, high‑net‑worth clients, corporations and other advisory clients. Services include active and passive portfolio management, written financial plans, one‑time or as‑needed consultations, and paid educational programs.
The firm describes a value‑oriented, primarily long‑only core approach supplemented by tactical and strategic asset allocation and option strategies; it uses fundamental, technical and charting analysis and offers an Active program with frequent trading as well as a Passive buy‑and‑hold program. Accounts may be managed on a discretionary basis when authorized, and custodial and execution services are provided through a designated broker‑dealer with clients able to impose reasonable investment restrictions.
Distinctive features in the firm’s brochure include a three‑tier online education program that covers topics from market basics to advanced options spreads, and disclosure of option‑writing strategies that can include uncovered options and spreads. The firm also reports a very small client roster and modest reported assets under management for a supported multi‑advisor practice, and principals who concurrently serve in military and aviation roles—details that may bear on firm capacity and client servicing.
Client services
Fee options
Educational services: $300 per tier (Tier 1, Tier 2, Tier 3 classes each $300).
$0 - $50,000: 2.00% $50,000 - $75,000: 1.50% $75,000 - $100,000: 1.25% $100,000 - $500,000: 1.10% $500,000 - $1,000,000: 1.00% $1,000,000+: Negotiable
Up to $250 per hour for financial planning and consulting services.
Account minimum: $5,000 minimum for Active Account Management Program; No minimum for Passive Account Management Program (but $50,000 to open an account in Passive Management Program as per Item 7) Fee-only: Hourly fee up to $250 per hour for financial planning and consulting services; $250 minimum hourly fee for consulting services; 50% retainer due at engagement, remaining 50% after completion.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Hill and Labarre Wealth Management
Williamstown NJ, United States
Number of offices
2
Forms ADV
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