Kam-Lin Hill
Kam-Lin Hill is a CFP, ChFC-designated registered investment advisor at Professional Financial, based in Pittsford, NY, with 5 years of industry experience. Kam-Lin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 93 clients with $230M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
Schedule reflects the Preferred Management Schedule. Standard and Premier schedules start at 1.50% for the first $500,000. Fees are negotiable based on objective and subjective factors.
Fee Estimator
Location
1159 Pittsford-Victor Rd, Suite 120, Pittsford, NY, 14534-3827
Get directionsHistory
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
Kam-Lin is the sole proprietor of Professional Financial Solutions LLC, an insurance management and benefit consulting service, since 2003. Kam-Lin spends minimal time on this activity.
Employment History
Current Registrations
Professional Financial
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.
Exams
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