Kevin Doell is a registered investment advisor at Hilltop Securities INC., based in Monterey, CA, with 3 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 2,241 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Horizon Program fee is a negotiated annual flat fee, not to exceed 1.75%, billed quarterly in advance. This fee covers investment advice and reporting. The fee is debited from a separate account the client has with Hilltop Securities, not directly from the Horizon account. The value of alternative investments is based on information provided by the product sponsors and administrators, which may be delayed and not current. This fee is in addition to the investment management fees and other expenses charged by the Alternative Investment Funds and Structured Products.
Location
24560 Silver Cloud Ct., Suite 201, Monterey, CA, 93940-6555
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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.
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Kevin is the Hockey Director for the Chicago North High School Hockey Club, dedicating a few hours per week. He is also an Ambassador for the Monterey Chamber of Commerce and owns Chicago Hockey Institute, LLC to receive payments for consulting, each taking a few hours per week.
Employment History
Current Registrations
Hilltop Securities INC.Broker
Hilltop Securities INC.
Previous Registrations
Momentum Independent Network INC.Broker
Momentum Independent Network INC.
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations21 states
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