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George Hill
29 Years of Experience
Indio, CA
2 Disclosures
George Hill is a registered investment advisor at George Hill Asset Management, LLC, based in Indio, CA, with 29 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $3.8M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
3 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$3.8M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.00% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Indio, CA
Get directionsHistory
Regulatory History (2)
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Customer Dispute
August 2003Settled
Customer Dispute
March 1999Award / Judgment
Employment History
Current Registrations
George Hill Asset Management, LLC
January 2026 - Present · 4 mos
Previous Registrations
George Hill Asset Management, LLC
August 2016 - December 2025 · 9 yrs 4 mos
Buttonwood Tree Management, LLC
November 2014 - August 2016 · 1 yr 9 mos
Standard Investment Advisors
March 2006 - August 2016 · 10 yrs 5 mos
Standard Investment Chartered IncorporatedBroker
October 2002 - August 2016 · 13 yrs 10 mos
A. G. Edwards & Sons, INC.
July 1997 - October 2002 · 5 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
April 1996 - October 2002 · 6 yrs 6 mos
State Registrations2 states
CAOR
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.