Eagle Hill Wealth Management Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

If you are a one person company, we offer through Fidelity or T. Rowe Price a "Self-Employed" 401(k) that allows you to place up to $55,000 annually (if you make $175,000) into your 401(k)(& deduct the $55,000).  Fidelity and T. Rowe Price do not charge a set up fee, nor an annual fee.  Mutual funds or individual securities can be purchased.

Besides investment advice we offer a number of services including Financial Planning. We are compensated by fees, usually charged on an hourly basis or a fixed amount for a project or services over the following 12 months . We do not sell any investments, insurance or any similar product.

We pride ourselves on understanding the problems and opportunities in the financial services industry. We are dedicated to serving your needs.
Eagle Hill is an independent advisory/wealth management firm. We are a Registered Investment Advisor. We offer our clients help in attaining current life-living goals. We make a great effort to try and determine what you really want from our company. We specialize in clients who want an advisor who will become their confidential guide through what can be a confusing group of options.

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