James Hill
James Hill is a CFP-designated registered investment advisor at Gatehill Financial Consulting, LLC, based in Charlotte, NC, with 26 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Retirement Planning. Their firm serves 2 clients with $780K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gatehill Financial Consulting charges a percentage of your portfolio each year, ranging from 1.00% to 2.00%. The larger your account, the smaller the percentage. These fees are negotiable and are usually deducted from your account quarterly in advance. Gatehill may recommend mutual funds and ETFs, which have their own fees and expenses.
Location
Charlotte, NC
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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
James is a managing member, owner, and operator of Gatehill Financial Consulting, dedicating about two-thirds of his time to this role. He is also a licensed life and health insurance agent in North Carolina, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Gatehill Financial Consulting, LLC
Previous Registrations
The Leaders Group, INC.Broker
Principal Securities, INC.
Principal Securities, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Metlife Investors Distribution CompanyBroker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
American General Equity Services CorporationBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Royal Alliance Associates, INC.Broker
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.