AH
CFP
AH
CFP

Adrienne Hill

5 Years of Experience

Adrienne Hill is a CFP-designated registered investment advisor at Zenith Wealth Partners, based in Philadelphia, PA, with 5 years of industry experience. Adrienne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 278 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
278 clients
Average Client Portfolio
$367K average
Assets Under Management
$102.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.80%
$5.0M - $10.0M0.60%
$10M+0.60%

Fees are customized for clients with at least $10,000,000 in assets under management. The starting point for the annual investment advisory fee is 0.60%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2400 Market St., Suite 216, Philadelphia, PA, 19103

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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
Zenith Wealth Partners
December 2022 - Present · 3 yrs 4 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
August 2020 - November 2022 · 2 yrs 3 mos
State Registrations3 states
MDPATX
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.