Addis & Hill, Incorporated

Addis Hill, Inc., established in March 2000, is a registered investment adviser based in Wayne, Pennsylvania. The firm specializes in fee-only personal financial planning and investment management services for individuals and families. As a fiduciary member of NAPFA and The Institute for the Fiduciary Standard, Addis Hill operates independently, reducing potential conflicts of interest. The firm offers financial planning services covering risk management, asset allocation, tax mitigation, investment planning, and more. Investment management at Addis Hill follows a data-driven portfolio optimization approach, focusing on minimizing volatility and achieving long-term financial objectives. With approximately $218.9 million in discretionary assets under management, the firm charges an annual advisory fee ranging from 0.50% to 1.25% based on managed assets. Addis Hill does not use performance-based fees and primarily serves individuals with investible assets between $500,000 and $20 million. The firm exercises investment discretion, implementing trades based on the Investment Policy Statement. Clients' assets are custodied at reputable firms like Altruist, Schwab, Pershing, TIAA, and Transamerica. Addis Hill emphasizes transparency, offering annual client reviews, online performance reporting, and a comprehensive Privacy Policy in compliance with the Gramm-Leach-Bliley Act.