Daniel Rodriguez is a registered investment advisor at Hill Wealth Strategies, based in Richmond, VA, with 5 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Hill Wealth Strategies acts as a co-advisor with Matson Money to manage client accounts. Matson Money charges an annual fee, a portion of which is remitted to Hill Wealth Strategies. The annual fee ranges from 0.25% to 1.2% of your portfolio, and is negotiable based on the amount you invest and the investment portfolio chosen. Matson Money also receives fees of 0.49% per year on the average net assets of each series of the Matson Fund.
Location
10800 Midlothian Turnpike, Suite 154, Richmond, VA, 23235
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Hill Wealth Strategies
State Registrations1 state
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