Margo Hill
Margo Hill is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in North Haven, CT, with 18 years of industry experience. Margo is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B 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 | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
37 Broadway, North Haven, CT, 06473
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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
Margo works as a tax specialist for Intuit Turbo Tax, preparing and e-filing individual tax returns. This takes about 10-20% of her time and is not investment-related.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
Capital Insight Partners, LLC
Foothill Securities, INC.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
BMO Capital Markets CORP.Broker
Canaccord Genuity INC.Broker
First Capital Equities,ltd.Broker
Ameriprise Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities 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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