Mathew Hill
Mathew Hill is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Rochester, NY, with 24 years of industry experience. Mathew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
2290 East Ave, 2nd Fl, Rochester, NY, 14610
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Regulatory History (1)
Customer Dispute
August 2005Other Business ActivitiesSells Insurance
Mathew is an independent insurance broker selling fixed annuities since 2018 and manages his Ameriprise business. He also serves as a Governor and is involved with Creative Management Consultants, spending about a third of his time there.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ids Life Insurance CompanyBroker
State Registrations12 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.