Global Hill Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Global Hill Wealth Advisors LLC, founded in 2022 and led by Mansoor Ahmad, provides discretionary investment management and financial planning to individuals (including high-net-worth clients), trusts, and estates. Portfolios are typically constructed from exchange-traded funds, individual equities, mutual funds and bonds, and the firm generally does not impose a minimum relationship size.
The firm combines fundamental and technical analysis to create customized asset allocations and pursues a predominantly long-term strategy while permitting shorter-term trades for rebalancing, tax harvesting, or client cash needs; accounts are monitored on a continuous basis and reviewed at least annually. Financial planning and consulting are offered on an hourly or fixed-fee basis, with plans generally completed within six months when clients provide requested information promptly.
Distinctive elements noted in the brochure include the firm’s very small client roster and modest assets under management alongside the principal’s prior experience at Merrill Lynch and J.P. Morgan. The brochure also discloses that the principal is a licensed insurance professional who may earn commissions (noted as a potential conflict of interest and described as less than 10% of his time), works part‑time as a rideshare driver, and had three small‑claims judgments in 2024 related to personal credit card accounts (about $3,200); the firm maintains an institutional relationship with Schwab and receives platform benefits.
Client services
Expertise
Fee options
Financial planning fixed fees based on expected hours to complete engagement
1.00% to 2.00% annually (based on several factors including asset level, complexity, and relationship)
Insurance commissions earned by Mr. Ahmad separately from advisory fees
Financial planning hourly rate ranges from $100 to $200 per hour
Fee-only: Investment advisory fees range from 1.00% to 2.00% annually, negotiable; financial planning fees $100 to $200 per hour or fixed fees based on expected hours
Main office
Monroe CT
Advisors at this office
1
Most active in
Connecticut · New York
Also doing business as
Global Hill Wealth · Global Hill Wealth Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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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