Simon Hilliard
Simon Hilliard is a registered investment advisor at Wellington Adams Investment Advisory, LLC, based in York, PA, with 17 years of industry experience. Simon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 328 clients with $68M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.30% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. These fee breaks apply independently should the use of multiple third-party money managers who are on different platforms and handle their own billing directly be used for one client or household.
Fee Estimator
Location
7 Rathton Rd, York, PA, 17403
Get directionsHistory
Regulatory History (1)
Judgment / Lien
April 2024Other Business ActivitiesSells Insurance
Simon is a partner and insurance agent at Wellington Adams Financial Group, Inc., providing insurance services including fixed annuities, dedicating about half his time to this role. He also owns 50% of a real estate holding company, 7 Rathon Road, LLC, spending minimal time on it.
Employment History
Current Registrations
Wellington Adams Investment Advisory, LLC
Previous Registrations
Gradient Advisors, LLC
Proadvisor Investment CORP.
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.