Advisor at Federal Hill Capital Management
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
Federal Hill Capital Management
Location
Bardstown, KY 40004
Credentials
Series 66
Industry experience
17 years
Comprehensive financial planning fees priced per plan with minimum $450; 50% due at signing, remainder upon completion
$0 - $50,000: Fixed Income: 1.50%; Income: 1.90%; Balanced: 2.00%; Growth: 2.00%; Aggressive Growth: 2.00%; Speculative: 2.00% $50,000 - $100,000: Fixed Income: 1.25%; Income: 1.60%; Balanced: 1.80%; Growth: 2.00%; Aggressive Growth: 2.00%; Speculative: 2.00% $100,000 - $250,000: Fixed Income: 1.00%; Income: 1.40%; Balanced: 1.50%; Growth: 1.90%; Aggressive Growth: 2.00%; Speculative: 2.00% $250,000 - $500,000: Fixed Income: 0.75%; Income: 1.25%; Balanced: 1.30%; Growth: 1.70%; Aggressive Growth: 1.90%; Speculative: 2.00% $500,000 - $750,000: Fixed Income: 0.60%; Income: 1.00%; Balanced: 1.20%; Growth: 1.50%; Aggressive Growth: 1.75%; Speculative: 2.00% $750,000+: Negotiable rates for assets above $750,000
Commissions received from insurance product sales; rates vary by product and carrier
Hourly financial planning consultations at $150 per hour
Minimum fee: Minimum annual fee of $120 per account, negotiable Fee-only: Financial planning: $450 minimum per plan; hourly consultations: $150/hour
Federal Hill Capital Management
2012 - Present (14 years)
Federal Hill Capital Management
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63, Series 66
Bardstown, KY
Edward Jones
Series 65, Series 66
Bardstown, KY
Edward Jones
Series 63, Series 66
Bardstown, KY
Edward Jones
Series 65
Bardstown, KY
Fenwick Financial
Series 66
Bardstown, KY
Federal Hill Capital Management
Series 66
Bardstown, KY
Magnate Advisory Services, LLC
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