RH
CFP
RH
CFP

Robert Hilf

27 Years of Experience
Monroeville, PA
BrokerSells Insurance

Robert Hilf is a CFP-designated registered investment advisor at LPL Financial LLC, based in Monroeville, PA, with 27 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2790 Mosside Blvd Ste 170, Monroeville, PA, 15146

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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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Other Business ActivitiesSells Insurance

Robert is involved with The Hilf Tirpak Group LLC as a business entity for tax/investment purposes since 2019. He also has an insurance business and HTG Advisors as a DBA for LPL business, both since 2021.

Employment History
Current Registrations
LPL Financial LLC
July 2021 - Present · 5 yrs 3 mos
LPL Financial LLCBroker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Waddell & Reed
September 2002 - July 2021 · 18 yrs 10 mos
Waddell & ReedBroker
July 1999 - July 2021 · 22 yrs
State Registrations16 states
AZCACODCFLINMDMENHNJNYOHPASCVAWV
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.
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