Andrew Hill Investment Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$212,448,715
Clients
240
Advisors
4
across 2 offices
About
The firm provides discretionary and non-discretionary asset management, modular financial planning, and pension consulting to a mix of individual clients, trusts, estates, charitable organizations, and employer-sponsored plans. In addition to typical retail clients, it also advises captive insurance companies and individual insurance owners, and offers services to plan participants and institutional plan sponsors.
Portfolios are customized to client objectives and documented in an investment policy statement, with ongoing monitoring and rebalancing; the firm uses a mix of fundamental, technical, cyclical, and behavioral analysis and incorporates environmental, social, and governance (ESG) factors into security selection. It also manages held-away retirement and HSA accounts via an order management system to implement tax-efficient asset location and opportunistic rebalancing across custodial arrangements.
Noteworthy differences from many peers include an affiliation with a law practice that the firm may recommend for legal services and the explicit focus on insurance-company clients, both of which are uncommon for firms of this type and size. The firm also offers project-based administrative transition assistance after a client’s death or incapacity and bills separately for extraordinary administrative work, indicating a broader operational service set than is typical among supported advisers.
Client services
Expertise
Occupation focus
Fee options
Financial planning services fixed fee ranges from $2,000 to $10,000 (negotiable); Administrative Transition Assistance fixed fee ranges from $500 to $1,000; Extraordinary services may have negotiated fixed fee
$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%
$250 per hour for modular financial planning/general consulting services; hourly rate also applies to extraordinary services upon approval
Minimum fee: $3,500 minimum annual fee for asset managed accounts, which may be waived or lowered at discretion
Main office
See office4089 Tamiami Trail North, Suite A203
Naples FL 34103
Advisors at this office
3
Offices (2)
Most active in
Florida · New Hampshire · New York
Also doing business as
Andrew Hill Investment Advisors, Inc · Andrew Hill Investment Advisors, Inc. · Responsible Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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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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.
Quick links
Advisors at this firm
Christopher V
Series 65
Naples, FL
Andrew Hill Investment Advisors, Inc.
Christopher Vernon is a financial advisor with Andrew Hill Investment Advisors, Inc. in Naples, FL, holding a Series 65 credential and 10 years of industry experience. He has been with Andrew Hill Investment Advisors since 2016 and concurrently operates Vernon Litigation Group as an attorney since 2008. Outside of his advisory and legal work, he is involved with Griffon Force, LLC, a company focused on identity-theft protection and restoration, and Investor Life Guard LLC, an investor watchdog group. Andrew Hill Investment Advisors provides discretionary and non-discretionary asset management, modular financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, and employer-sponsored plans, including captive insurance companies. The firm customizes portfolios with a mix of fundamental, technical, cyclical, and behavioral analysis, incorporates ESG factors, and offers services that extend to legal referrals and administrative assistance uncommon among similar-sized firms.
Andrew H
CFA®
Naples, FL
Andrew Hill Investment Advisors, Inc.
Andrew Hill is a CFA® charterholder and founder of Andrew Hill Investment Advisors, Inc. in Naples, FL, with 17 years of industry experience. He has led his firm since 2006. Hill serves as a board member for the Big Cypress Basin, an appointment made by Governor Ron DeSantis. Andrew Hill Investment Advisors provides discretionary and non-discretionary asset management, modular financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, insurance company clients, and institutional plan sponsors. The firm’s investment approach includes customized portfolios guided by fundamental, technical, cyclical, and behavioral analysis, with ESG factors integrated into security selection.
Sean O
Series 65
Buffalo, NY
Andrew Hill Investment Advisors, Inc.
Sean O'Brien is a financial advisor at Andrew Hill Investment Advisors, Inc. in Buffalo, NY with one year of industry experience. He holds a Series 65 designation. His prior work includes roles at Sonwil Logistics and Canisius University. Andrew Hill Investment Advisors provides discretionary and non-discretionary asset management, modular financial planning, and pension consulting to a diverse client base including individuals, trusts, estates, charitable organizations, employer-sponsored plans, captive insurance companies, and individual insurance owners. The firm customizes portfolios based on client objectives and applies a combination of fundamental, technical, cyclical, and behavioral analysis, incorporating environmental, social, and governance (ESG) factors in security selection.
Jennifer F
Series 65
Naples, FL
Andrew Hill Investment Advisors, Inc.
Jennifer Figurelli is a financial advisor at Andrew Hill Investment Advisors, Inc. in Naples, FL, holding a Series 65 designation with 13 years of industry experience. She has been with Andrew Hill Investment Advisors since 2010. Andrew Hill Investment Advisors provides discretionary and non-discretionary asset management, modular financial planning, and pension consulting to a diverse client base including individuals, trusts, estates, charitable organizations, captive insurance companies, and institutional plan sponsors. The firm customizes portfolios based on client objectives, incorporates ESG factors in security selection, and offers services that extend to project-based administrative assistance after client death or incapacity.
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