Kevin Toler
Kevin Toler is a registered investment advisor at Hill Island Financial LLC, based in Grand Rapids, MI, with 23 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 208 clients with $540M 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 $500K | 1.65% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.60% |
| $50.0M - $75.0M | 0.55% |
| $75M+ | 0.55% |
Fees may be negotiable for accounts over $75,000,000. If using independent managers, the total blended fee will not exceed 2.00% annually.
Fee Estimator
Location
38 Commerce Avenue Sw, Suite 310, Grand Rapids, MI, 49503
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2002Other Business ActivitiesSells Insurance
Kevin is a licensed insurance professional, dedicating about 10% of his time to this activity. He also owns single-family and multi-family real estate, and serves on the board of directors for East Congregational Church of Christ and Spectrum Health Hospice.
Employment History
Current Registrations
Hill Island Financial LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
Edward JonesBroker
State Registrations2 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.