Robert Hill
Robert Hill is a registered investment advisor at Independent Financial Group, LLC, based in SAN Juan Capistrano, CA, with 42 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
30448 Rancho Viejo Road, Suite 180, SAN Juan Capistrano, CA, 92675
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2009Other Business ActivitiesSells Insurance
Robert is the 100% owner of Bob Hill Wealth Management, a DBA used for marketing purposes, and spends nearly full-time on this. He is also a licensed insurance agent offering various insurance products and works as a licensed administrator for Schiel Wealth Management, spending about 10-20% of his time on each.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Aig Financial Advisors, INC.Broker
Aig Financial Advisors, INC.
Sentra Securities CORP
Sentra Securities CorporationBroker
J K R & Company, INC.Broker
All Services Financial CenterBroker
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.