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James Hill

Primerica Advisors
43 Years of Experience
Ellicott City, MD
3 DisclosuresBroker
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James Hill is a registered investment advisor at Primerica Advisors, based in Ellicott City, MD, with 43 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 67,816 clients with $16B in assets under management.

Primerica Advisors
Compensation
Fee-Only (% of Portfolio)
Firm Size
3990 advisors
Number of Clients
67,816 clients
Average Client Portfolio
$229K average
Assets Under Management
$15.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.74%
$250K - $500K1.71%
$500K - $1.0M1.52%
$1.0M - $3.0M1.38%
$3.0M - $5.0M1.15%
$5.0M - $10.0M1.00%
$10M+0.85%

Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8480 Baltimore National Pike, Ste 408-C, Ellicott City, MD, 21043

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
July 2013
Customer Dispute
April 2011
Settled
Customer Dispute
January 2005
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

James sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. Additionally, James is the Director of Operations (Ordained Minister) at Kingdom Center Ministries Inc. since 2003.

Employment History
Current Registrations
Primerica Advisors
October 2011 - Present · 15 yrs
PFS Investments INC.
August 1983 - Present · 43 yrs 2 mos
PFS Investments INC.Broker
August 1983 - Present · 43 yrs 2 mos
State Registrations6 states
DCDEGAMDNCVA
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.
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