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Crystal Hill

8 Years of Experience
2 DisclosuresBroker

Crystal Hill is a registered investment advisor at Usi Advisors, based in Knoxville, TN, with 8 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,340 clients with $49B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
76 advisors
Number of Clients
1,340 clients
Average Client Portfolio
$36.5M average
Assets Under Management
$48.9B

Fee Structure

Investment management only (planning not offered)

USI Advisors provides investment advice and consulting services, primarily to institutional clients. Fees for these services are negotiated. Clients can pay via a "hard-dollar" fee (flat or percentage of assets) or indirectly through certain investment/insurance products. In some cases, affiliates of USI Advisors may receive compensation from third parties, which can be used to offset the advisory fee. USI Advisors may recommend a sub-advisor, whose fees are paid by USI Advisors.

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Location

900 South Gay Street, Suite 1796, Knoxville, TN, 37902

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History

Regulatory History (2)
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Financial
January 2025
Pending
Financial
November 2024
Final
Employment History
Current Registrations
Usi Advisors
June 2020 - Present · 5 yrs 10 mos
Usi Securities, INC.Broker
April 2017 - Present · 9 yrs
State Registrations1 state
TN
AdvisorBrokerBoth

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.