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Hilltop Wealth Solutions
Mishawaka, Indiana
5.0
3 Reviews
Hilltop Wealth Solutions, based in Mishawaka, IN, is a reputable local investment advisory firm. With five offices strategically located in the area, the company is well-positioned to serve its clients effectively. Comprising a dedicated team of 10 professionals, with seven of them specializing in investment advisory services, Hilltop Wealth Solutions brings a wealth of knowledge and expertise to their clients.
The firm boasts an impressive average of approximately $45,330,000 in assets under management per investment advisor, aligning closely with the industry average. Their compensation structure is diverse, offering various op...see more
Assets Under Mgmt
$317.32M
Investment Professionals
7
Locations
4
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
- Commissions
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Other Business Activities
- Registered representative of a broker-dealer
Reviews for Hilltop Wealth Solutions
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