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Ariel Hilario

3 Years of Experience
Glastonbury, CT

Ariel Hilario is a registered investment advisor at Adviceone Advisory Services, LLC, based in Glastonbury, CT, with 3 years of industry experience. Ariel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,449 clients with $2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
1,449 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee of 2.00% based on asset level, complexity, and overall relationship.

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

100 Western Boulevard, Glastonbury, CT, 06033

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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

Ariel works as a pharmacy technician at Walgreens, filling prescriptions and providing customer service. This non-investment related activity takes a few hours per week.

Employment History
Current Registrations
Adviceone Advisory Services, LLC
December 2022 - Present · 3 yrs 10 mos
State Registrations1 state
CT
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.
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