Douglas R Hilfiker

Manning & Napier Advisors, LLC

16 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

Manning & Napier Advisors, LLC

Compensation

Fee-Only (AUM)

Firm Size

47 advisors

Number of Clients

3,469 clients

Average Client Portfolio

$5.3M average

Assets Under Management

$18.4B

Fee Structure

Minimum Investment:$100K

Minimum Annual Fee:$1,500

Location

290 Woodcliff Drive, Fairport, NY, 14450

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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.

Other Business Activities

Douglas is an employee and investment advisor representative of Manning & Napier Advisors, LLC. He is also a board member for Hillside Agencies (since 2021) and Seneca Waterways Council, Boy Scouts of America (since May 2023), dedicating minimal time to these voluntary, non-investment related roles.