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Daniel Bloemers

Hill Island Financial LLC
20 Years of Experience
Grand Rapids, MI
1 Disclosure
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Daniel Bloemers is a registered investment advisor at Hill Island Financial LLC, based in Grand Rapids, MI, with 20 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 217 clients with $620M in assets under management.

Hill Island Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
217 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$623.8M

Fee Structure

Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.65%
$500K - $1.0M1.50%
$1.0M - $3.0M1.25%
$3.0M - $5.0M1.00%
$5.0M - $10.0M0.85%
$10.0M - $15.0M0.75%
$15.0M - $25.0M0.65%
$25.0M - $50.0M0.60%
$50.0M - $75.0M0.55%
$75M+0.55%

Fees are negotiable at the sole discretion of Hill Island Financial. In certain circumstances, a fixed annual rate or fixed fee may be charged.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

38 Commerce Avenue Sw, Suite 310, Grand Rapids, MI, 49503

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
October 2016
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Hill Island Financial LLC
March 2026 - Present · 7 mos
Previous Registrations
Ameriprise Financial Services, LLC
November 2023 - March 2026 · 2 yrs 4 mos
Ameriprise Financial Services, LLCBroker
November 2023 - March 2026 · 2 yrs 4 mos
Comerica Securities
July 2019 - November 2023 · 4 yrs 4 mos
Comerica SecuritiesBroker
March 2019 - November 2023 · 4 yrs 8 mos
Infinex Investments, INC.Broker
July 2016 - June 2017 · 11 mos
Essex National Securities, LLCBroker
August 2014 - July 2016 · 1 yr 11 mos
The Huntington Investment CompanyBroker
July 2008 - June 2014 · 5 yrs 11 mos
Fifth Third Securities, INC.Broker
April 2007 - June 2008 · 1 yr 2 mos
Ameriprise Financial Services, INC.Broker
July 2004 - April 2007 · 2 yrs 9 mos
Ids Life Insurance CompanyBroker
July 2004 - July 2006 · 2 yrs
State Registrations1 state
MI
Advisor

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.
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