Edwin Hill
Edwin Hill is a CFP-designated registered investment advisor at Stewardship Concepts Financial Services LLC, based in Spokane, WA, with 12 years of industry experience. Edwin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 247 clients with $170M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6M+ | 0.50% |
Fees are negotiable. A 25% discount off the base fee is offered for family members and friends, and for non-profit organizations. A minimum investment management fee of $750 per quarter applies.
Fee Estimator
Location
7307 N Division St Ste 205, Spokane, WA, 99208
Get directionsHistory
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 →Other Business Activities
Edwin is the managing member of Friends of Spalding, LLC, which holds a note with Camp Spalding, dedicating minimal time to administrative tasks. He also serves as Treasurer for Big Table, a non-profit, spending a few hours per week advising on financial matters.
Employment History
Current Registrations
Stewardship Concepts Financial Services LLC
Previous Registrations
Stewardship Concepts Financial Services, LLC
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.