A complete list of active advisors currently associated with Brandon Hill Wealth Management, LLC
Warmer can help you find a great advisor at Brandon Hill Wealth Management, LLC or one who fits your needs even better.
Brandon Hill Wealth Management provides wealth management and investment management services to individuals, high net worth individuals, and families. The firm manages customized portfolios on a discretionary basis that may include common and preferred stocks, exchange-traded funds, mutual funds, master limited partnerships, taxable and tax-exempt bond funds, and, to a limited extent, options. The firm’s investment process combines fundamental and technical analysis with an asset-allocation framework and develops client-specific investment policies through personal data-gathering and periodic reviews. Strategies described in the brochure include long- and short-term positions, trading, and limited option strategies such as covered calls and spreads, with account supervision guided by client objectives, time horizons, risk tolerance and tax considerations. Noteworthy features include a concentration of roughly $48 million in discretionary assets across a small client base and an ongoing transition from state to SEC registration after reaching the federal AUM threshold. The firm participates in Schwab Advisor Services for custody and trading, employs block trading when appropriate, and maintains a policy of not voting client proxies, leaving proxy voting to clients and their custodians.
To learn more about the advisors currently working at Brandon Hill Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Katonah, NY
| 39
|
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