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John Hillin

Advisor at Strategic Investment Advisors, Ltd.

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Strategic Investment Advisors, Ltd. logo

Firm

Strategic Investment Advisors, Ltd.

Location

Cape Girardeau, MO 63703

Credentials

Series 65

Industry experience

26 years

About

John Hillin is a financial advisor at Strategic Investment Advisors, Ltd. in Cape Girardeau, MO, holding a Series 65 designation with 26 years of industry experience. He has been with Strategic Investment Advisors since 1998 and also operates HILLIN AND COMPANY, PC. Strategic Investment Advisors, Ltd. manages approximately $78.5 million in discretionary assets for individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation investment approach based on Modern Portfolio Theory, utilizing passively managed mutual funds and third-party model portfolios, while providing comprehensive financial planning and employee benefit advisory services.

Client services

Based on Strategic Investment Advisors, Ltd.

Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Strategic Investment Advisors, Ltd.

Passive / index investing General retirement planning College savings (529s, UTMA, etc.) General tax planning

Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $3,000,000: 0.80% annually $3,000,001 - $4,000,000: 0.70% annually $4,000,001 - $5,000,000: 0.60% annually $5,000,001 - $6,000,000: 0.50% annually $6,000,001+: 0.40% annually

Other

Account minimum: $100,000

Location

364 S Broadview

Cape Girardeau, MO 63703

Most active in

Illinois · Indiana · Missouri

Work history

Strategic Investment Advisors, Ltd.

1998 - Present (28 years)

HILLIN AND COMPANY, PC (f/k/a HILLIN AND CLARK, PC)

1997 - Present (29 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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