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
Bremen, IN 46506
Credentials
Series 63, Series 65
Industry experience
27 years
Financial planning fees typically range from $1,200 to $20,000 annually depending on complexity and client needs.
$0 - $250,000: 1.50% $250,001 - $750,000: 1.00% $750,001 - $1,500,000: 0.90% $1,500,001 - $3,500,000: 0.80% $3,500,001 - $5,500,000: 0.60% $5,500,001 - $10,500,000: 0.50% $10,500,001 - $25,500,000: 0.40% $25,500,001+: Negotiable
Hilltop Wealth advisory professionals may receive transaction or commission compensation from broker-dealer PKS for securities transactions; insurance products sales commissions may also be received.
Financial planning services for clients with less than $500,000 in AUM charged at $250 per hour.
Account minimum: Portfolio values less than $417,000 may not meet the minimum fee of $6,250, implying a minimum account size of approximately $417,000 to meet the minimum fee requirement. Minimum fee: $6,250 total minimum fee for portfolio management services, negotiable and may be waived at firm's discretion. Fee-only: Financial planning fees negotiated; for clients with less than $500,000 AUM, hourly rate of $250/hour; fixed fees typically range from $1,200 to $20,000 annually.
Hilltop Wealth Solutions
2018 - Present (8 years)
Ameriprise Financial Services, Inc.
2005 - 2018 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63, Series 66
Goshen, IN
Edward Jones
CFP®, Series 66
Nappanee, IN
Edward Jones
Series 66
Bremen, IN
Edward Jones
CFP®, Series 66
Plymouth, IN
Edward Jones
CFP®, Series 63, Series 66
Mishawaka, IN
Edward Jones
Series 66
Plymouth, IN
Edward Jones
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