Advisor at Global Hill Wealth Advisors LLC
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
Global Hill Wealth Advisors LLC
Location
Monroe, CT
Credentials
Series 63, Series 66
Industry experience
11 years
Mansoor Ahmad is a financial advisor with Global Hill Wealth Advisors LLC in Monroe, CT, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and JPMorgan Chase. He is also a licensed insurance agent involved in insurance sales on a part-time basis. Global Hill Wealth Advisors LLC serves individuals, high-net-worth clients, trusts, and estates by providing discretionary portfolio management and financial planning. The firm employs a long-term investment approach combining fundamental and technical analysis, constructing portfolios tailored to client goals using ETFs, equities, mutual funds, and bonds.
Fixed fees for financial planning engagements based on estimated hours at negotiated hourly rates
1.00% to 2.00% annually, based on assets under management and service complexity
Financial planning hourly fees range from $100 to $200 per hour
Account minimum: Global Hill generally does not impose a minimum relationship size. Fee-only: Investment advisory fees based on percentage of AUM; financial planning fees charged hourly or fixed; no commissions on securities
Monroe, CT
Connecticut · New York
Global Hill Wealth Advisors LLC
2022 - Present (4 years)
Bank of America, N.A.
2019 - 2022 (3 years)
Merrill
2019 - 2022 (3 years)
JPMorgan Chase Bank, N.A.
2018 - 2019 (1 year)
JpMorgan Chase Bank
2014 - 2019 (5 years)
JP Morgan Securities LLc
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
Series 65
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