Terry Hill
Terry Hill is a registered investment advisor at Lincoln Douglas Investments, LLC, based in Mt. Vernon, OH, with 40 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 124 clients with $98M 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 | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
Fees are negotiable on a case-by-case basis. There is a $90 annual minimum fee. LDI advisor programs also have a $15 charge per transaction.
Fee Estimator
Location
1051 Newark Rd, Mt. Vernon, OH, 43050
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2014Customer Dispute
January 2009Other Business ActivitiesSells Insurance
Terry is an insurance agent selling life, medical, and Medicare supplemental insurance, dedicating a few hours per week. Terry also owns rental properties and spends minimal time on them, and operates T Hill Wealth Management as a DBA for self-branding, dedicating about a quarter of his time.
Employment History
Current Registrations
Lincoln Douglas Investments, LLC
Lincoln Douglas Investments, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Mony Securities CorporationBroker
State Registrations10 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.