HH
HH
Heather Hill
13 Years of Experience
Indianapolis, IN
1 DisclosureBroker
Heather Hill is a registered investment advisor at Charles Schwab & CO., INC., based in Indianapolis, IN, with 13 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
8332 Woodfield Crossing Blvd, Indianapolis, IN, 46240-2482
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
July 2025Pending
Employment History
Current Registrations
Charles Schwab & CO., INC.
April 2023 - Present · 3 yrs 1 mo
Charles Schwab & CO., INC.
January 2014 - Present · 12 yrs 4 mos
Charles Schwab & CO., INC.Broker
January 2014 - Present · 12 yrs 4 mos
Previous Registrations
Schwab Wealth Advisory, INC.
July 2021 - April 2023 · 1 yr 9 mos
Charles Schwab & CO., INC.
January 2014 - July 2021 · 7 yrs 6 mos
Edward Jones
October 2012 - December 2013 · 1 yr 2 mos
Edward JonesBroker
August 2012 - December 2013 · 1 yr 4 mos
State Registrations1 state
IN
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.