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Brandon Hill Wealth Management, LLC

Headquartered in KATONAH, NY

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Firm Information

Brandon Hill Wealth Management, LLC is an investment advisor based in Georgia that provides portfolio management for individuals. They have 32 accounts with total assets under management of $24,965,954. They primarily work with high-net-worth individuals (7 clients, $19,824,550 in AUM) and individuals other than high-net-worth (10 clients, $5,141,404 in AUM).

Brandon Hill Wealth Management, LLC

$24.97M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

BRANDON HILL WEALTH MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

KATONAH, NY

Advisors at Brandon Hill Wealth Management, LLC

View All 1 Advisors
Unclaimed
Sean Joseph Whelan

RA

KATONAH, NY

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Disclosures

There are no public disclosures for Brandon Hill Wealth Management, LLC.

Frequently Asked Questions (9)

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