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Saul Hilchey

5 Years of Experience
Nanaimo, British Columbia

Saul Hilchey is a registered investment advisor at RBC Private Counsel (USA) INC., based in Nanaimo, British Columbia, with 5 years of industry experience. Saul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,967 clients with $7.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
293 advisors
Number of Clients
5,967 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$7.9B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

RBC Private Counsel (USA) offers three investment management programs, each with a maximum fee of 2.75% per year. The fees include trade execution and custodial services. The A+ and Access programs also include compensation to sub-advisors or investment managers. The Private Investment Management (PIM) program is managed directly by an Investment Counsellor. Fees are calculated based on the daily market value of assets and charged monthly or quarterly. An early termination fee may apply to the PIM program if the relationship ends within the first year.

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Location

#101 - 5050 Uplands Drive, Nanaimo, British Columbia, V9T 6N1

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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 Activities

Saul volunteers as a firefighter and first responder for the Lantzville Fire Rescue Department, dedicating about 10-20% of his time. He also spends minimal time advising the President of the GYRO Club of Nanaimo, a men's social club, where he is a past president.

Employment History
Current Registrations
RBC Private Counsel (USA) INC.
January 2021 - Present · 5 yrs 4 mos
State Registrations1 state
TX
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.
Saul Hilchey - Financial Advisor | TrueAdvisor