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Paul Hill

8 Years of Experience
Minneapolis, MN

Paul Hill is a registered investment advisor at Northrock Partners, LLC, based in Minneapolis, MN, with 8 years of industry experience. Paul 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 2,698 clients with $6.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
79 advisors
Number of Clients
2,698 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$6.6B

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$5,000

NorthRock Partners manages investment portfolios for clients, charging a fee based on a percentage of the assets they manage. This fee generally ranges from 0.50% to 1.25% per year, depending on the size and complexity of the client relationship. For assets held at Charles Schwab or Fidelity and managed directly by NorthRock, an additional 0.25% is charged to cover brokerage and transaction fees, bringing the total fee to 0.75% - 1.50% annually. Some clients are billed in arrears, with fees ranging from 0.45% to 0.90% based on the amount of assets managed.

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Location

225 South Sixth Street, Suite 1400, Minneapolis, MN, 55402

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Paul owns and operates a YouTube channel called Simply P, discussing motivation, inspiration, and cars, spending minimal time on it. He also owns Crew Real Estate, LLC and PJ Hill Enterprises, LLC, both real estate related, dedicating minimal time to PJ Hill Enterprises and no time to Crew Real Estate.

Employment History
Current Registrations
Northrock Partners, LLC
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2018 - September 2021 · 3 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
December 2017 - September 2021 · 3 yrs 9 mos
State Registrations1 state
MN
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.
Paul Hill - Financial Advisor | TrueAdvisor