Ian Hildreth is a registered investment advisor at Altos Financial Management, LLC, based in San Jose, CA, with 4 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 45 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
The minimum fee for new clients is $1,250 per year, but in no circumstance will the fee exceed 3% of assets under management. Fees are negotiable and some clients pay quarterly advisory fees in arrears.
Fee Estimator
Location
4100 Moorpark Ave, Ste 104, San Jose, CA, 95117
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Ian is the Chief Technology Officer for AWPRX, a pharmacy benefits management company, since 2011. He devotes nearly full-time hours to this role, including a significant portion during securities trading hours, focusing on software management and business consultation.
Employment History
Current Registrations
Altos Financial Management, LLC
State Registrations1 state
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