Underhill Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary portfolio management and co-advisory services primarily to individual clients, including high-net-worth individuals, and typically charges fees based on a percentage of assets under management. It documents client goals, time horizons, and risk tolerances and performs periodic reviews to guide investment decisions.
The investment process blends fundamental, technical, and cyclical analysis and may include long- and short-term positions, trading, and option strategies tailored to each client’s Investment Policy Statement. The firm also acts as a co-advisor on a managed-account platform, selecting third‑party model managers or uploading proprietary models and, where elected on the platform, can use tax optimization, tax-transition, index-replication, or socially responsible investing services.
What is distinctive is that the managing member concurrently operates as a licensed attorney and licensed insurance agent, drafts estate-planning documents and offers insurance products for separate fees, and spends a meaningful portion of time on those practices; these relationships are disclosed and managed as potential conflicts of interest. As a small, solo practice with roughly 18 client relationships and about $5.6 million in assets under management, the firm pairs personalized, hands-on advisory work with access to outsourced model management through its co-advisory platform.
Client services
Expertise
Fee options
$0+: 0.505% (Advisor Annual Fee) + 0.495% (Simplicity Annual Fee) = 1.00% total annual fee $0+: Additional 0.10% per annum for optional services (Tax Optimization, Tax Transition, Socially Responsible Investing, Index Replication)
Account minimum: $15,000 minimum (may be lowered or waived in certain instances) Fee-only: 1.00% annual fee (combined Advisor and Simplicity fees); additional 0.10% for certain optional services
Main office
1894 W. Eleven Mile Road
Berkley MI 48072-3001
Advisors at this office
1
Most active in
Michigan
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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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.
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