JH
JH

John Hillin

26 Years of Experience
Cape Girardeau, MO

John Hillin is a registered investment advisor at Strategic Investment Advisors, LTD., based in Cape Girardeau, MO, with 26 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 346 clients with $79M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
346 clients
Average Client Portfolio
$227K average
Assets Under Management
$78.5M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3.0M - $4.0M0.70%
$4.0M - $5.0M0.60%
$5.0M - $6.0M0.50%
$6M+0.40%

Total Fixed Income Accounts (100% fixed income) are billed at 67% of the above fee schedule rates. Employee Benefit Retirement Plan Services are billed at 75% of the above fee schedule rates.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

364 S Broadview, Cape Girardeau, MO, 63703

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Strategic Investment Advisors, LTD.
February 2000 - Present · 26 yrs 2 mos
State Registrations3 states
ILINMO
Advisor

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.

Exams
No exam information available for this advisor.