Jeffrey Hilliard
Jeffrey Hilliard is a CFP-designated registered investment advisor at Cra Financial Services, L.L.C., based in Haddonfield, NJ, with 20 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 5 more. Their firm serves 1,433 clients with $1.7B 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% |
Annual fees generally range between 0.75% and 1.00% depending on the market value of assets under management, complexity, and negotiations.
Fee Estimator
Location
25 Chestnut Street, Suite 5, Haddonfield, NJ, 08033
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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
Jeffrey is an adjunct professor at Rowan University. This activity is not investment-related and takes a significant amount of time.
Employment History
Current Registrations
Cra Financial Services, L.L.C.
Previous Registrations
The Pillar Strategies
Prestige Wealth Management Group, LLC
Triad Advisors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations2 states
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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