RH
RH

Ryan Hill

10 Years of Experience
Wilmington, NC
Sells Insurance

Ryan Hill is a registered investment advisor at Brock Hill Wealth Management, based in Wilmington, NC, with 10 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 55 clients with $64M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
55 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$64.1M

Fee Structure

Planning is included in investment management (also available separately)

Brock Hill Wealth Management charges a maximum of 1.95% annually for asset management and comprehensive portfolio management services. The exact fee will be outlined in your advisory agreement. Fees are billed quarterly in advance, based on the value of your account on the last day of the previous quarter. Fees are negotiable and deducted from client accounts. Adjustments are made for deposits and withdrawals during the quarter.

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Location

Wilmington, NC

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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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Other Business ActivitiesSells Insurance

Ryan is an independent agent selling fixed annuities, term life, and universal life insurance through American General since 2018. He also owns Day Break Charters and Marine Services, a marine company, dedicating minimal time to it.

Employment History
Current Registrations
Brock Hill Wealth Management
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Equitable Advisors, LLC
January 2021 - September 2023 · 2 yrs 8 mos
Equitable Advisors, LLCBroker
January 2021 - September 2023 · 2 yrs 8 mos
Citizens Investment Services
January 2020 - January 2021 · 1 yr
Citizens Securities, INC.Broker
February 2018 - January 2021 · 2 yrs 11 mos
Citizens Securities, INC.
February 2018 - December 2019 · 1 yr 10 mos
Asset Management Resources, LLC
October 2016 - February 2018 · 1 yr 4 mos
Wells Fargo Advisors, LLC
September 2015 - September 2016 · 1 yr
Wells Fargo Advisors, LLCBroker
August 2015 - September 2016 · 1 yr 1 mo
State Registrations2 states
MANC
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.
Ryan Hill - Financial Advisor | TrueAdvisor