JH
JH

Jack Hills

9 Years of Experience
Rochester, NY

Jack Hills is a registered investment advisor at Iconoclastic Capital Management LLC, based in Rochester, NY, with 9 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 124 clients with $55M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
124 clients
Average Client Portfolio
$446K average
Assets Under Management
$55.2M

Fee Structure

Planning is included in investment management (also available separately)

Iconoclastic Capital Management offers investment management services where the fee is a percentage of the assets managed.

For clients in the Comprehensive or Essential Wealth Management tiers, the fee is 0.90% of assets under management, plus an annual planning retainer of $2,400-$6,000 (Comprehensive) or $1,200-$4,500 (Essential).

For legacy clients, the fee is tiered:

  • $0 - $200,000 — 1.50%
  • $200,001 - $500,000 — 1.35%
  • $500,001 - $1,000,000 — 1.15%
  • $1,000,001 - $2,000,000 — 1.00%
  • $2,000,001 - $5,000,000 — 0.85%
  • $5,000,001 and Above — 0.65%

For clients interested in investment management only, the maximum annual advisory fee is 0.70% of assets under management.

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Location

17 Prince Street, Rochester, NY, 14607

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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
Iconoclastic Capital Management LLC
September 2021 - Present · 4 yrs 7 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
January 2017 - August 2020 · 3 yrs 7 mos
Northwestern Mutual Investment Services, LLCBroker
January 2017 - August 2020 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2015 - September 2016 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2015 - September 2016 · 1 yr 4 mos
State Registrations1 state
NY
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.