Hilltop Securities inc. logo

Hilltop Securities inc.

Updated today

Total assets under management

$2,254,166,069

Total clients

2,209

39% high-net worth

Total advisors

91

of 91 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

24

Average account size

$1,020,446

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Fee options

Fixed

Financial Planning/Consulting fixed fees charged quarterly or annually, amounts vary by service scope and complexity

Percentage

$0+: Negotiable, maximum up to 0.75% annually for Retirement Plan Services $0+: Negotiable wrap fee for Aviator/Co-Pilot Program, max fee applied to entire account value, specific rates not fully disclosed in excerpt

Commissions

Commissions earned separately by registered representatives for securities transactions, not credited toward advisory fees

Project-based

Financial Planning/Consulting hourly fees ranging from $250 to $500 per hour

Other

Account minimum: $30,000 or as accepted Fee-only: Financial Planning/Consulting fees charged hourly ($250 to $500 per hour), quarterly or annual fixed fees (amount varies by scope and complexity)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Hilltop Securities inc.

717 N. Harwood Street, Suite 3400

Dallas TX 75201, United States

Number of offices

20

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