Troy Hilyard is a PFS-designated registered investment advisor at Mbe Wealth Management, LLC, based in Scottsbluff, NE, with 24 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,598 clients with $980M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MBE Wealth's investment advisory fees range up to 1.50% annually, based on the complexity of services, level of assets, and overall relationship. Fees are paid quarterly or monthly, based on the market value of assets under management. For accounts established through American Funds Services, the fee is 0.50% annually. The firm may use independent managers, with total blended fees not exceeding 2.00% annually.
Location
2021 Broadway, Scottsbluff, NE, 69361
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Troy is a partner at MBE CPAs, a CPA firm, since January 2024, dedicating about half of his time. He is also a licensed insurance agent, spending about 10-20% of his time on insurance sales. Additionally, Troy is a co-owner and member of LLCs for passive real estate investments, spending minimal time on these activities.
Employment History
Current Registrations
Mbe Wealth Management, LLC
Previous Registrations
Allen Capital Group, LLC
Falco Financial Services, INC.
State Registrations1 state
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.