Robert Hillberg is a PFS-designated registered investment advisor at Hillberg Capital Management, LLC, based in Turlock, CA, with 21 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 104 clients with $81M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
415 Mitchell St., Turlock, CA, 95380
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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 Activities
Robert is a partner at Hillberg & Co, CPAs, providing tax, accounting, and general business services since 1980. This activity is not investment-related.
Employment History
Current Registrations
Hillberg Capital Management, LLC
State Registrations1 state
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