Joseph Hillman
Joseph Hillman is a registered investment advisor at Strive Financial Group, LLC, based in Carmel, IN, with 12 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,765 clients with $190M 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 | 1.25% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.20% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
10201 N. Illinois Street, Suite 325, Carmel, IN, 46290
Get directionsHistory
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 ActivitiesSells Insurance
Joseph is involved with M. E. D. Distribution as a sales/owner since 2001, dedicating about 10-20% of his time, and spends a few hours per week during securities trading. He is also an insurance agent selling fixed insurance through Strive Financial Group, LLC, dedicating about a quarter of his time, and an Investment Advisor Representative with Wellington Wealth Strategies, LLC since 2019.
Employment History
Current Registrations
Strive Financial Group, LLC
Previous Registrations
Wellington Wealth Strategies, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations2 states
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