George M. Hiller Companies, LLC

George M. Hiller Companies, LLC is a SEC-registered investment adviser established in 1998 by George M. Hiller, who has been in the investment advisory business since 1984. The firm's investment philosophy emphasizes proper diversification, long-term prudent financial management, and growth through equity investments. They primarily recommend mutual funds, index funds, exchange-traded funds, stocks, and bonds. Services offered include investment portfolio management, individual 401k portfolio management, company 401k portfolio management, and financial planning. The firm charges fees based on a percentage of assets under management, with a minimum account size of $250,000. Clients have the option for discretionary or non-discretionary account management. The firm does not accept performance-based fees and acts as a fiduciary to ERISA accounts. George M. Hiller Companies, LLC has custody over client funds and securities, with Charles Schwab & Co., Inc. serving as the custodian. The firm does not vote proxies on behalf of clients and does not require payment of fees in advance exceeding $1200 per client. The firm received a Paycheck Protection Program loan in 2020, which does not impact its ability to meet client obligations.