Hill Country Group

Hill Country Group, operating as Hill Country Retirement Solutions, LLC, is a registered investment advisory firm based in Boerne, Texas, established in 2017 and registered since March 2020. The firm offers a Wrap Fee Program providing ongoing asset management services for an all-inclusive fee, managing portfolios consisting of various securities to meet clients' investment goals. Clients' accounts may be managed on a discretionary and/or non-discretionary basis, with the option to engage third-party managers for specialized services. The firm charges an asset management fee based on total assets under management, typically up to 140 basis points annually. Clients are billed quarterly or monthly based on the account's asset value. Hill Country Group does not charge performance-based fees and does not have a minimum account size requirement. The firm offers financial planning, consulting, and retirement plan consulting services, tailored to individual client needs. Investment strategies include fundamental analysis, technical analysis, and Modern Portfolio Theory. The firm's principals are Gregory Rickert, Jim Davis, and Taylor Davis, who also serve as licensed insurance agents. Hill Country Group does not have any disciplinary events and does not pay referral fees. Clients are encouraged to review quarterly reports and can contact the firm directly with any questions or concerns.