David Hill
David Hill is a registered investment advisor at Kestra Advisory Services, LLC, based in Valparaiso, IN, with 27 years of industry experience. David 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
2611 Chicago St, Unit A, Valparaiso, IN, 46383
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2009Customer Dispute
May 2006Other Business ActivitiesSells Insurance
David is a board member for the Joliet District Port Authority, co-owner of Clad & Cordon LLC dba Clad & Cordon Vineyard, owner of Whippoorwill Valley Farms, LLC, and President/Owner of RFA Properties, dedicating minimal time to each. He also sells fixed insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Edward Jones
Edward JonesBroker
State Registrations31 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.