Anne Hillwig
Anne Hillwig is a registered investment advisor at Federated Investment Counseling, based in Pittsburgh, PA, with 13 years of industry experience. Anne is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 8,721 clients with $210B 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 $25.0M | 0.75% |
| $25.0M - $50.0M | 0.70% |
| $50.0M - $100.0M | 0.65% |
| $100M+ | 0.50% |
Schedule represents Small Cap Separate Accounts. Other strategies have distinct schedules. Fees are negotiable.
Fee Estimator
Location
1001 Liberty Ave, Pittsburgh, PA, 15222-3779
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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
Since June 2022, Anne has been the treasurer of the Butler Dog Training Association. This activity is not investment-related and takes a few hours per week.
Employment History
Current Registrations
Federated Investment Counseling
Federated Securities CORP.Broker
State Registrations1 state
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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