Advisor at Alpha 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.
Shannon Hill is a financial advisor at Alpha Advisors, LLC with 12 years of industry experience. She holds a Series 65 designation and has been with Alpha Advisors since 2006. The firm serves individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and consulting services. Alpha Advisors constructs diversified portfolios using domestic and international equities, fixed income, tactical and alternative strategies, and also manages affiliated private limited partnerships that may be recommended to qualified clients.
Based on Alpha Advisors, LLC
Based on Alpha Advisors, LLC
Financial planning and consulting services fixed fees generally range from $500 to $2,500
$0 - $1,000,000: 1.50% $1,000,000 - $2,000,000: 1.00% $2,000,000 - $4,000,000: 0.80% $4,000,000+: Negotiable
Insurance and real estate products sold on commission basis by principals in separate capacities; clients not obligated to purchase
Financial planning and consulting services hourly fees range from $150 to $200 per hour
Account minimum: $250 minimum annual fee Minimum fee: Minimum annual fee of $250 for investment advisory services, may be reduced or waived based on criteria Fee-only: Fee-only basis; no commissions on investment advisory services
Pace, FL
Florida
Alpha Advisors, LLC
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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