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George Hill

25 Years of Experience
Duluth, GA
BrokerSells Insurance

George Hill is a registered investment advisor at Primerica Advisors, based in Duluth, GA, with 25 years of industry experience. George 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 54,384 clients with $11B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3793 advisors
Number of Clients
54,384 clients
Average Client Portfolio
$205K average
Assets Under Management
$11.2B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.24%
$250K - $500K2.21%
$500K - $1.0M2.02%
$1.0M - $3.0M1.88%
$3.0M - $5.0M1.70%
$5.0M - $10.0M1.55%
$10.0M - $15.0M1.45%
$15.0M - $25.0M1.20%
$25M+1.10%

The advisory fee component of the annual wrap fee is negotiable. As an accommodation to clients seeking temporarily to reduce exposure to market volatility, you are permitted to allocate your Program Account entirely to cash. Program Accounts allocated to cash are subject to a reduced annual wrap fee of 0.10%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Primerica Parkway, Duluth, GA, 30099

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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.

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Other Business ActivitiesSells Insurance

George is self-employed in health insurance sales since 2009. He also works in online support, internet sales, and guest relations, though the time commitment for these other activities is not specified.

Employment History
Current Registrations
Primerica Advisors
August 2011 - Present · 14 yrs 9 mos
PFS Investments INC.Broker
December 2009 - Present · 16 yrs 5 mos
Previous Registrations
Natcity Investments, INC.
June 2008 - March 2009 · 9 mos
Natcity Investments, INC.
June 2008 - June 2008 · 0 mos
Natcity Investments, INC.Broker
April 2008 - March 2009 · 11 mos
Natcity Investments, INC.
April 2008 - April 2008 · 0 mos
RBC Capital Markets Corporation
November 2006 - April 2008 · 1 yr 5 mos
RBC Capital Markets CorporationBroker
September 2006 - April 2008 · 1 yr 7 mos
Unified Financial Securities, INC.Broker
February 2006 - September 2006 · 7 mos
Citigroup Global Markets INC.Broker
October 2001 - June 2003 · 1 yr 8 mos
PFS Investments INC.Broker
July 1995 - March 1998 · 2 yrs 8 mos
Pacific Southern Securities, INC.Broker
May 1991 - August 1991 · 3 mos
Chatfield Dean & CO., INC.Broker
January 1991 - April 1991 · 3 mos
First American National Securities, INC.Broker
May 1989 - March 1991 · 1 yr 10 mos
State Registrations1 state
GA
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.
George Hill - Financial Advisor | TrueAdvisor