Matthew Hill
Matthew Hill is a registered investment advisor at Optimum Financial LLC, based in Wethersfield, CT, with 33 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 0.96% |
| $500K - $1.0M | 0.76% |
| $1.0M - $5.0M | 0.72% |
| $5M+ | 0.68% |
Fee Estimator
Location
Wethersfield, CT
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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 →Other Business ActivitiesSells Insurance
Matthew is an independent insurance agent since 2000, dedicating minimal time to insurance sales. He also provides tax preparation services as a CPA and assists with rental property management, dedicating about 10-20% of his time to each.
Employment History
Current Registrations
Optimum Financial LLC
Previous Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Harvest Capital Advisors, LLC
Harvest Capital LLCBroker
Coburn & Meredith, INC.Broker
Main Street Management CompanyBroker
W. S. Griffith & CO., INC.Broker
Phoenix Equity Planning CorporationBroker
Main Street Management CompanyBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Aetna Life Insurance and Annuity CompanyBroker
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.