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Alison & Hill, LLC (Eugene)


Alison & Hill, LLC is a large advisory firm based in Eugene. It manages $154 million of regulatory assets for 1,106 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Oregon.

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Alison & Hill provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Alison & Hill: assets under management

The assets under management (AUM) of Alison & Hill, LLC is $154 million. The firm's AUM has grown by 194% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $117 million in discretionary accounts and $37 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $147.36 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $118.59 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Alison & Hill, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Eugene

The principal office where Alison & Hill, LLC performs its advisory services is located at 450 Country Club Road, Eugene, OR 97401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 541-342-3433 or by fax 541-342-7757. The normal business hours are 8 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.alison-hill.com.


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