Advisor at Lander & Associates Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lander & Associates Inc
Location
Oak Hill, VA
Credentials
CFP®, Series 63
Industry experience
35 years
Hilary Carroll is a CFP® professional with 35 years of industry experience. She has been with Lander & Associates Inc., an independent firm based in Oak Hill, VA, since 2005. Lander & Associates is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm focuses on strategic asset allocation and global diversification, using both active and passive investment vehicles tailored to clients’ risk tolerance and objectives.
$0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$200 per hour fixed rate, billed in 15-minute increments.
Fee-only: Hourly fees at $200 per hour, billed in 15-minute increments; fees are negotiable or may be waived in full or part.
Oak Hill, VA
District of Columbia · Maryland · Texas · Virginia
Lander & Associates, Inc.
2005 - Present (21 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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