Boston Hill Advisors, LLC

Boston Hill Advisors, LLC is a registered investment adviser based in North Andover, Massachusetts, established in 2006. The firm specializes in providing investment advisory services, wealth management, financial planning, and retirement planning. Boston Hill Advisors offers asset management programs with a minimum account size requirement of $500,000 for BHA Managed Accounts. The firm's fee structure for portfolio management services is based on a percentage of assets under management, with fees declining as assets increase. Fees are negotiable and billed monthly or quarterly based on the average daily balance. Clients receive regular account statements and performance reports, and the firm reviews accounts at least weekly, with more frequent reviews during significant market fluctuations. Boston Hill Advisors does not accept performance-based fees, participate in side-by-side management, or vote proxies on behalf of clients. The firm does not have any reportable disciplinary information and does not receive compensation for client referrals. Additionally, Boston Hill Advisors does not take custody of client funds or securities, and clients' assets are held with independent custodians. The firm does not participate in soft dollar arrangements and provides financial planning and consulting services at a fixed fee or hourly rate.