OH
OH

Olin Hill

5 Years of Experience
Fort Lauderdale, FL
Broker

Olin Hill is a registered investment advisor at Osaic Wealth, INC., based in Fort Lauderdale, FL, with 5 years of industry experience. Olin 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

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.

Loading...

Location

5310 NW 33 Ave., Suite 206, Fort Lauderdale, FL, 33309

Get directions

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.

Learn about disclosures →
Other Business Activities

Olin works as a Risk Officer at Lakeside Bank and operates Fraser Wealth Management, Inc. for his LPL business, both full-time positions. Additionally, Olin is the CFO for Elevated Paving Inc., dedicating about 10-20% of his time to cash flow projecting, maintaining bank relationships, and conducting monthly variance analysis.

Employment History
Current Registrations
Osaic Wealth, INC.
November 2023 - Present · 2 yrs 6 mos
Osaic Wealth, INC.Broker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
LPL Financial LLCBroker
December 2021 - September 2022 · 9 mos
LPL Financial LLC
December 2019 - September 2022 · 2 yrs 9 mos
State Registrations1 state
FL
AdvisorBrokerBoth

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.