John Hill is a registered investment advisor at Advisory Advocates LLC, based in Fort Wayne, IN, with 7 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 254 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $2.5M | 1.00% |
| $2.5M+ | 0.75% |
This fee schedule applies to the Mining Shares Portfolio. For other portfolios, the annual management fee is 1.5% of assets under management. Fees are negotiable based on the size of the account.
Fee Estimator
Location
1910 Saint Joe Center Rd, Suite 32, Fort Wayne, IN, 46825
Get directionsHistory
Regulatory History (1)
Regulatory
September 2021Other Business ActivitiesSells Insurance
Alan is the owner and president of Life Financial Wealth Management, through which he offers life and health insurance, as well as annuity products. This activity takes about half of his time.
Employment History
Current Registrations
Advisory Advocates LLC
Previous Registrations
Advisory Advocates LLC
Luminist Capital, LLC
Wealth Watch Advisors, LLC
State Registrations1 state
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.