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Andrew Hill Investment Advisors, Inc.

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Client assets under management

$212,448,715

Clients

240

25% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

60

Typical

Average account size

$885,203

About

The firm serves a mix of individual clients — including high-net-worth households — as well as retirement plans, trusts, estates, charitable organizations, corporations, foreign entities, and captive insurance companies. It provides asset management, modular financial planning, and general pension consulting, and will refer clients to independent trustees when requested.

The firm typically builds personalized investment strategies and documents them in an Investment Policy Statement, offering both discretionary and non-discretionary management and ongoing portfolio monitoring and rebalancing. Its investment process draws on fundamental, technical, cyclical, and behavioral analysis, integrates environmental, social and governance (ESG) factors into equity and select fixed-income research, and can manage held-away retirement accounts using an order-management system for asset location and opportunistic rebalancing.

What is notable about this firm relative to peers is an affiliation with a practicing attorney in the adviser team, with the firm able to recommend that law firm's services while disclosing no compensation arrangements for those legal referrals. The firm also explicitly serves captive insurance company clients and coordinates with insurance/reinsurance consultants, uses a third‑party held‑away order management tool, discloses receipt of soft‑dollar research (including Bloomberg access through its custodian), and employs AI tools for meetings with an opt‑out available to clients.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Financial planning services fixed fee generally ranges from $2,000 to $10,000, negotiable

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.80% $4,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%

Project-based

$250 per hour, negotiable depending on scope and complexity

Other

Account minimum: $3,500 minimum annual fee Minimum fee: Minimum annual fee of $3,500 is required for asset managed accounts, negotiable and may be waived or lowered at discretion.

Main office location

Andrew Hill Investment Advisors, Inc.

4089 Tamiami Trail North, Suite A203

Naples FL 34103, United States

Number of offices

2

Most active in

Florida · New Hampshire · New York

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Christopher V

Series 65

Naples, FL

Andrew Hill Investment Advisors, Inc.

Christopher Vernon is a Series 65-licensed financial advisor with Andrew Hill Investment Advisors, Inc., where he has worked since 2016. He has nine years of industry experience and also owns Vernon Litigation Group, a law practice he has operated since 2008. In addition to his advisory and legal work, Vernon is a member of Griffon Force, LLC, a company focused on identity-theft protection and restoration, and Investor Life Guard LLC, an investor watch-dog group. Andrew Hill Investment Advisors manages approximately $222 million for a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a disciplined investment approach that incorporates fundamental, technical, cyclical, and behavioral analysis, integrating environmental, social, and governance (ESG) factors into its research, while offering both discretionary and non-discretionary asset management and pension consulting services.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Andrew H

CFA®

Naples, FL

Andrew Hill Investment Advisors, Inc.

Andrew Hill is a CFA® charterholder with 16 years of industry experience. He has been with Andrew Hill Investment Advisors, Inc. since 2006. He serves as a board member of the Big Cypress Basin, a position to which he was appointed by Governor Ron DeSantis. Andrew Hill Investment Advisors manages approximately $222 million for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a combination of fundamental, technical, cyclical, and behavioral analysis, incorporating ESG factors, and offers discretionary and non-discretionary asset management as well as financial planning and pension consulting services.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Sean O

Series 65

West Seneca, NY

Andrew Hill Investment Advisors, Inc.

Sean O'Brien is a financial advisor at Andrew Hill Investment Advisors, Inc. with a Series 65 designation. He has been with the firm since 2023 and has prior experience in logistics and retail sectors, as well as an academic role at Canisius University. Andrew Hill Investment Advisors manages approximately $222 million for a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a combination of fundamental, technical, cyclical, and behavioral analysis with an integration of environmental, social, and governance (ESG) factors, offering both discretionary and non-discretionary asset management alongside modular financial planning and pension consulting services.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Jennifer F

Series 65

Naples, FL

Andrew Hill Investment Advisors, Inc.

Jennifer Figurelli is a Series 65-licensed financial advisor with Andrew Hill Investment Advisors, Inc. in Naples, FL, where she has worked since 2010, accumulating 12 years of industry experience. She is one of two advisors at the firm. Andrew Hill Investment Advisors manages approximately $222 million for about 217 clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary and non-discretionary asset management, modular financial planning, and pension consulting, incorporating fundamental, technical, cyclical, and behavioral analysis as well as ESG factors into its investment process.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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