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Alvin Hill

20 Years of Experience
Bloomfield Hills, MI
Broker

Alvin Hill is a registered investment advisor at Edward Jones, based in Bloomfield Hills, MI, with 20 years of industry experience. Alvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
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Location

1145 W Long Lake Rd, Suite 100, Bloomfield Hills, MI, 48302

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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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Employment History
Current Registrations
Edward Jones
July 2018 - Present · 7 yrs 10 mos
Edward JonesBroker
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
Essex National Securities, LLCBroker
April 2013 - June 2014 · 1 yr 2 mos
Cco Investment Services CORP.
March 2012 - March 2013 · 1 yr
Cco Investment Services CORP.Broker
March 2012 - March 2013 · 1 yr
Chase Investment Services CORP.
July 2005 - March 2012 · 6 yrs 8 mos
Chase Investment Services CORP.Broker
July 2005 - March 2012 · 6 yrs 8 mos
Banc One Securities Corporation
April 2005 - July 2005 · 3 mos
Banc One Securities CorporationBroker
January 2005 - July 2005 · 6 mos
H&r Block Financial Advisors, INC.Broker
March 2004 - January 2005 · 10 mos
Abn Amro Financial Services, INC.Broker
December 2002 - February 2004 · 1 yr 2 mos
UBS Painewebber INC.Broker
May 2001 - December 2001 · 7 mos
Mony Securities CorporationBroker
December 2000 - March 2001 · 3 mos
State Registrations15 states
AZCOFLGAIAILINMIMNNCOHTNTXWIWV
AdvisorBrokerBoth

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.