Hugh Dillon
Hugh Dillon is a registered investment advisor at The Oak Ridge Financial Services Group, INC, based in Golden Valley, MN, with 39 years of industry experience. Hugh 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 1,005 clients with $670M 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 | 2.25% |
Fees vary from 0.25% to 2.25% on managed assets, not to exceed a maximum cumulative fee of 2.50%. Third-party managers may establish their own independent fee schedules.
Fee Estimator
Location
701 Xenia Avenue S Ste 100, Golden Valley, MN, 55416
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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 →Employment History
Current Registrations
The Oak Ridge Financial Services Group, INC
The Oak Ridge Financial Services Group, INC.
The Oak Ridge Financial Services Group, INC.Broker
Previous Registrations
Dougherty & Company LLCBroker
Craig-Hallum, INC.Broker
Oberweis Securities, INC.Broker
Engler-Budd & Company INC.Broker
State Registrations24 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.
Exams
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