Jack Hills
Advisor at Iconoclastic Capital Management 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.
Advisor at Iconoclastic Capital Management 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
Iconoclastic Capital Management LLC
Location
Rochester, NY 14607
Credentials
Series 66
Industry experience
9 years
Project-Based Financial Planning flat fees range from $500 to $10,000, disclosed in advance.
$0 - $200,000: 1.50% $200,001 - $500,000: 1.35% $500,001 - $1,000,000: 1.15% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001+: 0.65%
Minimum fee: Comprehensive Wealth Management planning retainer: $2,400–$6,000 annually; Essentials Wealth Management planning retainer: $1,200–$4,500 annually; Project-Based Financial Planning fees range from $500 to $10,000 as flat fees Fee-only: Fee-only firm; compensation solely from clients; no commissions or product sales.
Iconoclastic Capital Management LLC
2020 - Present (6 years)
Christopher Haigh
2016 - 2020 (4 years)
Northwestern Mutual Investment Services LLC
2016 - 2020 (4 years)
Christopher Haigh
2016 - 2016 (1 year)
Merrill Lynch
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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