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DH

Donald Hill

3 Years of Experience
Williamstown, NJ

Donald Hill is a registered investment advisor at Hill and Labarre Wealth Management, based in Williamstown, NJ, with 3 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6 clients with $250K in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
6 clients
Average Client Portfolio
$42K average
Assets Under Management
$253K

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K1.50%
$50K - $100K1.25%
$100K - $500K1.00%
$500K - $1.0M0.90%
$1M+0.90%

Fees are negotiable for accounts over $1 million. Portfolio Management (Model Program) charges 0.75% annually of the value of your portfolio.

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

Williamstown, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Donald is the General Chairman for the Brotherhood of Locomotive Engineers and Trainmen Division 71, dedicating about half his time to this role. He also spends nearly full-time hours on securities-related activities.

Employment History
Current Registrations
Hill and Labarre Wealth Management
May 2022 - Present · 4 yrs
State Registrations4 states
CONJPATX
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.