Stephen Hill is a registered investment advisor at LPL Financial LLC, based in Oceanview, DE, with 35 years of industry experience. Stephen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
61 West Ave, Oceanview, DE, 19970
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 1999Other Business Activities
Stephen operates Prosperity Atlantic Wealth Management LLC as a DBA for his LPL business since January 2020, dedicating full-time hours. He also operates Momentum Wealth Partners as a DBA for his LPL business since February 2025.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Capitol Securities Management, INC.
Capitol Securities Management, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations7 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.