Forest Hill Financial Advisory Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory services and standalone financial planning to individuals, high net worth clients, trusts, pension plans and business entities. It offers discretionary asset management alongside consulting and written financial plans that can cover investment, retirement, estate, charitable, corporate tax, cost segregation, real estate and mortgage/debt analysis.
The firm’s investment process combines fundamental and technical analysis and employs a mix of long-term purchases, short-term trading and options strategies, with continuous monitoring and periodic rebalancing and quarterly reviews. Cash balances are typically managed conservatively in money market vehicles or short-term instruments while the firm also uses options and other derivatives as part of portfolio management.
What distinguishes the firm is its use of derivatives (including options and covered-call strategies) within separately managed accounts — a practice that is statistically uncommon among independent advisers — alongside an active trading capability. The firm also discloses a 2006 regulatory matter involving its principal at a prior firm related to discretionary trading, and has consolidated custody after a prior custodian change, both of which are reflected in its current operational disclosures.
Client services
Expertise
Fee options
Flat fees range from $1,500 to $5,000 for financial planning and consulting services
$0 - $50,000: 1.50% $50,001 - $250,000: 1.25% $250,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.90% Over $5,000,000+: 0.70%
Up to $150 per hour for financial planning and consulting services
Account minimum: $250,000
Main office
469 Pacheco Street, Ste. 200
San Francisco CA 94116
Advisors at this office
1
Most active in
California
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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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Lawyer
They provide legal services, typically billed separately.
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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.
Forms ADV
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