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Hilltop Wealth Advisors Launches Ascend, a Planning and Investment Service for Busy Young Professionals
Hilltop introduces Ascend, a financial planning and investment service for young professionals. Ascend is specially designed for people who are ready to have an advisor in their corner but haven’t built a substantial portfolio yet.
Common areas of focus include student debt, equity awards, small businesses, and other complex financial considerations.
“We are very excited to offer a service that is tailored for busy, young professionals,” said Brittany Brinckerhoff CFP®, the Ascend advisor and an 8-year Hilltop veteran. “At this stage in your life, you are making so many big decisions and establishing habits. We love that the financial planning process allows you to be really intentional about prioritizing goals and thinking about your future.”
Hilltop, whose founders began advising clients in 1989, provides a high-touch, personalized approach to financial planning, but services have historically been tailored to clients who had already built a portfolio of at least $500,000.
By introducing Ascend, the firm makes its high-touch service available to Millennial and Gen Z clients who have not had time to build the substantial savings typically required to pay the fees of experienced financial advisors.
Ascend’s straightforward fees are built on a subscription-style billing, with clients paying $750 quarterly for holistic financial advice plus 0.5% of any investments managed by the firm. Once a client’s investments with the firm reach $500,000, the fee schedule converts to a traditional asset-based model.
Hilltop Wealth Advisors guides high-net-worth and high-income individuals, providing financial planning and investment management services since 1989. Hilltop, located in Chapel Hill, NC, is an independent, fee-only, fiduciary firm serving people all over the US. Hilltop’s vision is for you to live the life of your dreams, make wise decisions with confidence, and better the world around you.
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