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Andrew Hill Investment Advisors, Inc.

Updated today

Client AUM

$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

Financial planning Portfolio management Pension consulting

Expertise

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement income strategy

Occupation focus

Founder/Business Owner Self-Employed

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Fee options

Fixed

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

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 for modular financial planning/general consulting services; hourly rate also applies to extraordinary services upon approval

Other

Minimum fee: $3,500 minimum annual fee for asset managed accounts, which may be waived or lowered at discretion

Main office

See office

4089 Tamiami Trail North, Suite A203

Naples FL 34103

Advisors at this office

3

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

Advisors at this firm

user avatar

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.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement income strategy Founder/Business Owner Self-Employed
user avatar

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.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement income strategy Founder/Business Owner Self-Employed
user avatar

Sean O

Series 65

West Seneca, NY

Andrew Hill Investment Advisors, Inc.

Sean O'Brien is a financial advisor with Andrew Hill Investment Advisors, Inc. in West Seneca, NY, holding a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked in logistics and held positions at Canisius University and Valu Home Centers. Andrew Hill Investment Advisors provides discretionary and non-discretionary asset management, modular financial planning, and pension consulting to individual clients, trusts, estates, charitable organizations, employer-sponsored plans, and insurance-related clients. The firm customizes portfolios according to client objectives and incorporates fundamental, technical, cyclical, behavioral, and ESG analyses in its investment process.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement income strategy Founder/Business Owner Self-Employed
user avatar

Jennifer F

Series 65

Naples, FL

Andrew Hill Investment Advisors, Inc.

Jennifer Figurelli is a financial advisor at Andrew Hill Investment Advisors, Inc. with 12 years of industry experience. She holds the Series 65 designation and has been with the firm since 2010. Andrew Hill Investment Advisors offers discretionary and non-discretionary asset management, modular financial planning, and pension consulting to a diverse client base, including individuals, trusts, charitable organizations, and insurance companies. The firm customizes portfolios based on client objectives, incorporates ESG factors, and provides additional services such as legal referrals and administrative transition assistance.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement income strategy Founder/Business Owner Self-Employed
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