TH
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Thomas Hill

2 Years of Experience
Roseville, MI
BrokerSells Insurance

Thomas Hill is a registered investment advisor at State Farm Investment Management CORP., based in Roseville, MI, with 2 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6693 advisors
Number of Clients
3,575 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1000K0.75%
$1M+0.50%

Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

27085 Gratiot Ave, Suite 107, Roseville, MI, 48118

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Thomas owns Thomas Hill's Insurance Agency, an insurance agency affiliated with State Farm. He serves customers and supervises employees, dedicating about half of his time to this activity.

Employment History
Current Registrations
State Farm Investment Management CORP.
December 2024 - Present · 1 yr 5 mos
State Farm Vp Management CORP.
October 2024 - Present · 1 yr 7 mos
State Farm Vp Management CORP.Broker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
August 2005 - March 2006 · 7 mos
Merrill Lynch Pierce Fenner & Smith INC.
July 2004 - May 2005 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2004 - May 2005 · 1 yr 1 mo
State Registrations3 states
INMIOH
AdvisorBrokerBoth

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
No exam information available for this advisor.