FH
FH

Fred Hill

39 Years of Experience
Lutherville, MD
Broker

Fred Hill is a registered investment advisor at Harbor Investment Advisory, LLC, based in Lutherville, MD, with 39 years of industry experience. Fred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 3,326 clients with $6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
3,326 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$6.0B

Fee Structure

Minimum Investment:$100K

Harbor Investment Advisory offers several investment management programs. The fees range from 0.25% to 2.00% of the value of your portfolio annually, depending on the program you choose. These fees are charged monthly. In addition to Harbor's fees, you may incur other fees, such as fees charged by third-party money managers or brokerage commissions.

Loading...

Location

2330 W. Joppa Road, Suite 160, Lutherville, MD, 21093

Get directions

History

Regulatory History
Clean regulatory record

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

Fred is a board member on the investment committee for the Baltimore County Retirement Board since 2017. This requires minimal time.

Employment History
Current Registrations
Harbor Investment Advisory, LLCBroker
July 2014 - Present · 11 yrs 9 mos
Harbor Investment Advisory, LLC
July 2014 - Present · 11 yrs 9 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - July 2014 · 5 yrs 1 mo
Morgan Stanley
June 2009 - July 2014 · 5 yrs 1 mo
Citigroup Global Markets INC.
February 2002 - June 2009 · 7 yrs 4 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
March 1987 - July 1993 · 6 yrs 4 mos
State Registrations9 states
FLLAMAMDNJNYPATXVA
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.
Fred Hill - Financial Advisor | TrueAdvisor