James Hill
James Hill is a registered investment advisor at Kestra Advisory Services, LLC, based in Austin, TX, with 30 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2005Customer Dispute
July 2005Other Business ActivitiesSells Insurance
James manages client investments and provides retirement advice through Hill Wealth Management and Kestra Advisory Services LLC. These activities are investment-related and take up significantly more than full-time hours.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLC
Independent Financial Partners
LPL Financial LLCBroker
Sterne Agee Investment Advisors, INC.
Sterne Agee & Leach, INC. Capital Management
Sterne Agee Financial Services, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations15 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.