Hill And Labarre Wealth Management

Overview

Hill And Labarre Wealth Management is a small, independent registered investment adviser operating as a limited liability company that focuses on individual and family clients. The firm provides a mix of financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its fee approach is flexible — it can charge a percentage of assets under management and also offers hourly and fixed-fee arrangements for planning and advisory work. Investment activity centers on equity exposure, with a notable allocation to non-exchange-traded equity positions. The firm is not an active ESG investor and does not position itself as a multi-state adviser or pension consultant. Given the size of assets and client base, the firm functions as a small, hands-on advisory business likely geared toward relationship-driven planning and portfolio services rather than institutional-scale asset management.

Assets & Accounts

Investments & Alternatives

Location & Offices