Hillard Saveth
Hillard Saveth is a registered investment advisor at The Pinnacle Financial Group, based in Dix Hills, NY, with 27 years of industry experience. Hillard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,540 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TPFG offers investment management services where fees range from 0.0% to 2.50% of the value of your portfolio annually. The specific fee depends on the nature of your account, the amount you invest, and other considerations. If you are on the LPL SWM platform, you will pay separate transaction fees. Fees are negotiable.
Location
11 Stonehurst Lane, Dix Hills, NY, 11746
Get directionsHistory
Regulatory History (1)
Financial
October 2017Other Business Activities
Hillard works as a registered investment advisor with The Pinnacle Financial Group, spending about half his time in this role. He also operates under a DBA for his LPL business through The Pinnacle Financial Group, dedicating about 10-20% of his time to securities trading.
Employment History
Current Registrations
The Pinnacle Financial Group
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Prudential Securities IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations8 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.