BH
CFP
BH
CFP

Barbara Anne Hill

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
91 advisors
Number of Clients
2,786 clients
Average Client Portfolio
$3.5M average
Assets Under Management
$9.8B

Fee Structure

Minimum Investment:$1M
Minimum Annual Fee:$2,500
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Location

799 9th street, NW, suite 325, Washington, DC, 20001

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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
Curi Capital, LLC
May 2018 - Present · 7 yrs 9 mos
Previous Registrations
Maryland Capital Management, LLC
November 2015 - September 2021 · 5 yrs 10 mos
State Registrations8 states
DCFLILMDNCNYOHVA
Advisor
Exams
No exam information available for this advisor.
Barbara Anne Hill - Financial Advisor | TrueAdvisor