Don Hilario
Don Hilario is a CFP-designated registered investment advisor at Hilpan Moxie Wealth Management, LLC, based in Irvine, CA, with 19 years of industry experience. Don 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, and 1 more. Their firm serves 75 clients with $53M 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 $250K | 1.75% |
| $250K - $450K | 1.50% |
| $450K - $800K | 1.35% |
| $800K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Annual fee is calculated, accrued, and collected on a quarterly basis in arrears. The annual fee can be negotiated based upon the complexity of the client’s financial situation, the net worth of the individual or business, the estimate of hours involved, including preparation and research, areas to be specified for financial planning, number of accounts to be managed and size of the accounts to be managed. Also, the fee may be lower for clients who do not request or want a financial plan.
Fee Estimator
Location
Irvine, CA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2011Employment History
Current Registrations
Hilpan Moxie Wealth Management, LLC
Previous Registrations
LPL Financial LLC
UBS Financial Services INC.
State Registrations4 states
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