Morgan Hill
Morgan Hill is a registered investment advisor at Arete Wealth Advisors, LLC, based in Knoxville, TN, with 17 years of industry experience. Morgan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,426 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $249K | 3.00% |
| $249K - $750K | 2.50% |
| $750K - $1.5M | 2.00% |
| $1.5M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are negotiable. A $50,000 initial minimum account balance is generally required, but may be waived.
Fee Estimator
Location
200 Prosperity Dr, Knoxville, TN, 37923
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2023Customer Dispute
February 2023Customer Dispute
November 2022Other Business ActivitiesSells Insurance
Morgan owns and operates Hill & Hill Financial LLC, formerly First Seniors Financial Group, since 2001. Morgan sells fixed insurance products and dedicates nearly full-time hours to this business.
Employment History
Current Registrations
Arete Wealth Advisors, LLC
Arete Wealth Management, LLC
Arete Wealth Management, LLCBroker
Previous Registrations
Center Street Advisors, INC.
Center Street Securities, INC.Broker
Brookstone Capital Management LLC
1st Discount Brokerage, INC.Broker
USA Financial Securities CorporationBroker
State Registrations19 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.