Jeffrey Hill
Jeffrey Hill is a registered investment advisor at Osaic Wealth, INC., based in Queensbury, NY, with 36 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Queensbury, NY
Get directionsHistory
Regulatory History (6)
Regulatory
May 2007Regulatory
April 2006Customer Dispute
December 2005Customer Dispute
December 2002Customer Dispute
November 2002Customer Dispute
May 2002Other Business ActivitiesSells Insurance
Jeffrey owns Insight Capital Management, a DBA, and is involved in fixed insurance and annuities. He also owns and rents out vacation homes and is a foster parent, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Financial West Group
Financial West GroupBroker
Brookstreet Capital Management
Brookstreet Securities CorporationBroker
United Securities Alliance, INC.Broker
Multi-Financial Securities CorporationBroker
Sunpoint Securities, INC.Broker
Securities Service Network, INC.Broker
Securities America, INC.Broker
Thomas James Associates, INC.Broker
State Registrations13 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.