Global Hill Wealth Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,053,058
Total clients
6
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$175,510
About
The firm provides investment advisory and financial planning services to individuals, high‑net‑worth individuals, trusts and estates, delivering discretionary portfolio management alongside written or ad‑hoc financial planning and consulting. Portfolios are constructed from ETFs, individual equities, mutual funds and bonds, with ongoing supervision and periodic rebalancing to align with client objectives.
Global Hill’s investment approach is primarily long‑term and combines fundamental and technical analysis to set asset allocation, with portfolios tailored to each client’s goals, time horizon and risk tolerance; the firm may retain legacy holdings for portfolio fit or tax reasons and can implement discretionary trading. Custody and execution are directed to a recommended qualified custodian on an institutional platform, and the advisor provides continuous personal contact during portfolio construction and review.
Noteworthy aspects include the firm’s small scale — roughly six clients and about $1.05 million in assets under management since its 2022 founding — operating as a single‑advisor practice. The firm’s principal maintains outside business activities as a licensed insurance producer (earning commissions) and other part‑time work, and the ADV discloses three small‑claims judgments in 2024 related to personal credit‑card accounts that the principal is actively working to resolve; the brochure notes these insurance relationships and judgments as potential conflicts and states clients are under no obligation to purchase insurance through the advisor.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
Fixed fees for financial planning engagements based on estimated hours at negotiated hourly rates
1.00% to 2.00% annually, based on assets under management and service complexity
Financial planning hourly fees range from $100 to $200 per hour
Account minimum: Global Hill generally does not impose a minimum relationship size. Fee-only: Investment advisory fees based on percentage of AUM; financial planning fees charged hourly or fixed; no commissions on securities
Main office location
Global Hill Wealth Advisors LLC
Monroe CT, United States
Number of offices
1
Most active in
Global Hill Wealth Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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