William Hill is a CFP-designated registered investment advisor at Aim Capital, based in Scottsdale, AZ, with 29 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 246 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.0M | 1.35% |
| $1.0M - $5.0M | 1.10% |
| $5M+ | 0.85% |
These fees are for the AIM Capital Asset Management Program (wrap fee program). The firm also offers a Traditional Asset Management Program with lower fees but additional transaction charges. Fees are negotiable.
Fee Estimator
Location
7337 E Doubletree Ranch Road, Suite 195, Scottsdale, AZ, 85258
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2011Customer Dispute
May 2008Customer Dispute
April 2008Other Business Activities
William operates under the DBA The Hill Investment Group since 2010 and is a registered investment advisor with AIM Capital since 2012, dedicating full-time hours to this. He also owns agricultural land and produces hay, spending minimal time on this activity.
Employment History
Current Registrations
Aim Capital
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Charles Schwab & CO., INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations6 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.