JH
CFA
JH
CFA

John Hill

3 Years of Experience
Westport, CT

John Hill is a CFA-designated registered investment advisor at Quorus INC., based in Westport, CT, with 3 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 20 clients with $14M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
20 clients
Average Client Portfolio
$680K average
Assets Under Management
$13.6M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Quorus charges an annual fee based on the value of your portfolio, ranging from 0.10% to 2.00%. The exact fee depends on the complexity of your account, the amount of assets managed, and your overall relationship with Quorus. Fees may be negotiable. Quorus may pay a portion of the fee to third-party model providers if those models are used.

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Location

500 Post Road East, 2nd Fl, Suite 303, Westport, CT, 06880

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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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Employment History
Current Registrations
Quorus INC.
January 2023 - Present · 3 yrs 4 mos
State Registrations5 states
CACTNYPATX
Advisor

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
No exam information available for this advisor.