Steven Hill
Steven Hill is a registered investment advisor at Osaic Wealth, INC., based in Minnetonka, MN, with 10 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
10900 Wayzata Blvd, #130, Minnetonka, MN, 55305
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Regulatory History (1)
Financial
September 2017Other Business ActivitiesSells Insurance
Steven provides administrative support under the business name MHS Companies, which is investment-related, dedicating full-time hours. He also provides administrative support under MHS Companies/MHS Insurance Agency and can sell insurance products, also dedicating full-time hours.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Mhs Advisory Services, LLC
Previous Registrations
Royal Alliance Associates, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations7 states
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.