RH
CFA
RH
CFA

Robert Hill

15 Years of Experience
Richmond, VA

Robert Hill is a CFA-designated registered investment advisor at Acima Private Wealth LLC, based in Richmond, VA, with 15 years of industry experience. Robert 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. Their firm serves 65 clients with $380M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
65 clients
Average Client Portfolio
$5.8M average
Assets Under Management
$379.2M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10M+0.50%

Fees and household minimums are subject to negotiation. ACIMA may charge a flat annual fee not exceeding $250,000 for ultra, high-net-worth clients if requested. Similar advisory services may be available from other investment advisers for similar or lower fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1801 Bayberry Court, Suite 301, Richmond, VA, 23226

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Robert has been self-employed as an investment consultant since 2017. He provides monthly commentary for clients of Vantage Consulting Group, as well as family and friends.

Employment History
Current Registrations
Acima Private Wealth LLC
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Shenandoah Partners, LLC
August 2002 - January 2006 · 3 yrs 5 mos
Shenandoah Asset Management, LLC
February 2000 - February 2011 · 11 yrs
State Registrations1 state
VA
Advisor

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.

Exams
No exam information available for this advisor.