Stephen Hill
Stephen Hill is a registered investment advisor at Eagle Financial Advisors, LLC, based in Frisco, TX, with 13 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 373 clients with $87M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 2.00% |
| $150K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Client management fees may be negotiated as a fixed percentage versus the tiered schedule above and will not exceed the fee schedule above.
Fee Estimator
Location
Frisco, TX
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2000Other Business ActivitiesSells Insurance
Stephen is an independent insurance agent since 2009 and spends nearly full-time on insurance sales, advanced planning, and training. He also serves as Managing Director/CCO for CLA USA Advisory Group and Managing Member/CCO for Stephen F. Hill and Associates L.L.C., dedicating full-time hours across both roles, and works as an insurance agent for Eagle Financial Group for about a quarter of his time.
Employment History
Current Registrations
Eagle Financial Advisors, LLC
Stephen F. Hill and Associates L.L.C.
Previous Registrations
Lincoln Financial Securities Corporation
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.