Milton Hill
Milton Hill is a ChFC-designated registered investment advisor at Kovack Advisors, INC., based in DeWitt, NY, with 54 years of industry experience. Milton is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 13,293 clients with $6.3B 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 | 2.90% |
Maximum annual fee is 2.90%. Fees are negotiable depending on asset amount, type, complexity, and services provided. Combined fees with third-party managers will not exceed 2.90%.
Fee Estimator
Location
5793 Widewaters Parkway, Suite 105, DeWitt, NY, 13214
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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
Milton is the president and financial advisor for Evergreen Financial Group, Inc., dedicating most of his time to this role. He also sells fixed insurance products, including life, long-term care, disability, and fixed annuities, spending a few hours per week on this activity. Additionally, Milton serves as treasurer for Longhouse Council, Scouts BSA, and is on the finance committee for Immaculate Conception Parish, each taking minimal time.
Employment History
Current Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Pml Securities CompanyBroker
State Registrations10 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.
Exams
More Advisors
- David Keim, ChFCCommonwealth Financial Network