Steven Hill is a registered investment advisor at Union Capital Company, based in Leander, TX, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 517 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Union Capital Company manages investment portfolios for a fee based on the value of your portfolio. The annual fee ranges are:
- $0 to $5,000,000: 0.60% - 2.00%
- $5,000,001 to $10,000,000: 0.40% - 1.75%
- Over $10,000,000: Negotiable
Fees are calculated and collected quarterly in advance. There is a minimum account size of $25,000. The fees and account minimums are negotiable.
Location
Leander, TX
Get directionsHistory
Regulatory History (4)
Regulatory
March 2011Customer Dispute
August 2008Customer Dispute
October 2007Customer Dispute
November 2005Other Business Activities
Steven is a member/manager of Hill Park Partners, LLC, Liberty Hill Partners, LLC, and Baytown Archer Partners, LLC, which are storage businesses. He dedicates time to these activities outside of trading hours.
Employment History
Current Registrations
Union Capital Company
Union Capital Company
Union Capital CompanyBroker
Previous Registrations
J.P. Turner & Company, L.L.C.Broker
Gunnallen Financial, INCBroker
Laidlaw & Company (UK) LTD.Broker
Sands Brothers & CO., LTD.Broker
Fahnestock & CO. INC.Broker
Josephthal & CO., INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations3 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.