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How does the advisor help clients – Key Takeaways:
Stephen F. Hill and Associates L.L.C. offers a wide range of financial services to help clients achieve their financial goals and secure their futures. Through expert financial advice and personalized strategies, this experienced firm fosters long-term relationships with clients and strives to provide exceptional value and service.
Facts and Insights:
Stephen F. Hill and Associates L.L.C. has over 20 years of experience in the financial services industry and is headquartered in New York City. The firm is registered with the Securities and Exchange Commission (SEC) and operates under the fiduciary standard, meaning they are legally obligated to act in the best interest of their clients at all times.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $150 million (as of December 31, 2019) | 5 | Over 20 years |
Financial Services Offered:
Stephen F. Hill and Associates L.L.C. offers a comprehensive range of financial services, including investment management, retirement planning, estate planning, tax planning, and insurance planning. This allows clients to have a complete view of their financial situation and enables the firm to develop holistic strategies that align with each client’s unique goals and needs.
Client Types:
Stephen F. Hill and Associates L.L.C. works with a diverse range of clients, including individuals, families, business owners, and non-profit organizations. The firm values the relationships they have with their clients and aims to provide personalized and tailored services to each client based on their specific financial situation and objectives.
Fees & Compensation:
Stephen F. Hill and Associates L.L.C. charges a fee based on a percentage of assets under management. This fee structure is aligned with the client’s best interests as it incentivizes the firm to grow the client’s portfolio. The firm also provides fee-only services, meaning they do not receive commissions for recommending or selling specific products, ensuring that their advice is objective and unbiased.
Background:
Stephen F. Hill and Associates L.L.C. was founded by Stephen F. Hill, a Financial Advisor with over 25 years of experience in the industry. Hill has a deep understanding of the financial market and a strong commitment to providing exceptional service and advice to his clients. He holds multiple professional designations, including Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC).
Financial Advisor Disclosures to Know:
Stephen F. Hill and Associates L.L.C. has a clean regulatory record and has not faced any disciplinary actions. Additionally, the firm has no reported disclosures or conflicts of interest, ensuring that clients can trust in the firm’s integrity and transparency.