Brian Dillon is a ChFC-designated registered investment advisor at Sandhill Investment Management, based in Medway, MA, with 39 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,150 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
1.00% for Equity Only Accounts and Balanced Accounts. 0.65% for Corporate Bond Only Accounts. 0.75% for Preferred Equity Only Accounts. Fees may be negotiable based on account size and total number of accounts.
Fee Estimator
Location
MetroWest Law & Financial Center, LLC, 77 Main Street, Medway, MA, 02053
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Brian is a Regional Vice President/Board of Directors member for Ducks Unlimited, Inc., a wetlands and waterfowl conservation not-for-profit. He dedicates approximately 300 hours per year to this role, with 75 hours occurring during trading hours.
Employment History
Current Registrations
Sandhill Investment Management
Previous Registrations
Mma Securities LLC
Mma Securities LLCBroker
Fiduciary Investment Advisors, LLC
Positive Retirement Outcomes, LLC
John Hancock Funds, LLCBroker
John Hancock Distributors LLCBroker
Mfs Fund Distributors, INC.Broker
Fis Securities, INC.Broker
Nylife Securities INC.Broker
State Registrations2 states
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.