Advisor at Hilltop Wealth & Tax Solutions
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
Hilltop Wealth & Tax Solutions
Location
Mishawaka, IN 46545
Credentials
Series 65
Industry experience
1 year
Tareq Jallaf is a financial advisor at Hilltop Wealth & Tax Solutions in Mishawaka, IN, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Unique Wealth Strategies and Bank of Bahrain & Kuwait, as well as academic positions at Northern Illinois University and the University of Vermont. Hilltop Wealth & Tax Solutions is a team advisory firm managing approximately $490 million in client assets across individual and high-net-worth clients, trusts, corporations, and retirement plans. The firm employs a mix of quantitative optimization, third-party research, and separate-account managers to tailor portfolios and offers discretionary management, financial planning, and tax-related referral services through an affiliated tax firm.
Based on Hilltop Wealth & Tax Solutions
Based on Hilltop Wealth & Tax Solutions
Negotiated fixed fees for financial planning, ranging $1,200 to $20,000 depending on complexity
$0 - $250,000: 1.50% $250,000 - $750,000: 1.00% $750,000 - $1,500,000: 0.90% $1,500,000 - $2,000,000: 0.80% $2,000,000 - $5,000,000: 0.60% $5,000,000 - $20,000,000: 0.50% $20,000,000 - $25,000,000: 0.40% $25,000,000+: Negotiable
Possible commissions for insurance products and mutual fund sales via affiliated broker-dealer
Approximately $250 per hour for financial planning services if less than $500,000 AUM
Account minimum: $417,000 Minimum fee: $6,250 minimum total annual fee, waivable at firm's discretion Fee-only: Financial planning fixed fees typically $1,200 to $20,000 per year, negotiated; $250/hour for hourly planning for clients with less than $500,000 AUM
4100 Edison Lakes Parkway, Suite 225
Mishawaka, IN 46545
Indiana
Hilltop Wealth Solutions
2021 - Present (5 years)
UnEmployed
2021 - 2021 (1 year)
Northern Illinois University
2020 - 2021 (1 year)
Unique Wealth Strategies
2019 - 2019 (1 year)
UnEmployed
2019 - 2019 (1 year)
Bank of Bahrain & Kuwait
2016 - 2016 (1 year)
University of vermont
2014 - 2018 (4 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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
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