AH
CFP
AH
CFP

Aaron David Hillman

17 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
95 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$107.0M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M0.90%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.60%
$5M+0.45%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$4,500
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Location

2121 SW Broadway, Suite 100, Portland, OR, 97201

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Aaron is a partner at OPM, LLC, focusing on property analysis, management of existing holdings, and other real estate-related activities. He dedicates a few hours per week to this business.

Employment History
Current Registrations
Skyline Financial Northwest
June 2008 - Present · 17 yrs 8 mos
Previous Registrations
Cascade Wealth Management, LLC
July 2009 - October 2010 · 1 yr 3 mos
State Registrations3 states
CAORWA
Advisor
Exams
No exam information available for this advisor.
Aaron David Hillman - Financial Advisor | TrueAdvisor