Dominic Stilwell
Dominic Stilwell is a registered investment advisor at Greenhill Financial Partners, based in Rutland, VT, with 4 years of industry experience. Dominic operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 106 clients with $27M 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Rates reflect the Ongoing Complete Planning schedule. Standalone Investment Management is charged at a flat rate of 0.50% annually. Fee-based annuities may be charged up to 1.25% annually.
Fee Estimator
Location
18 S Main St, Rutland, VT, 05701
Get directionsHistory
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 ActivitiesSells Insurance
Dominic is an independent licensed insurance agent.
Employment History
Current Registrations
Greenhill Financial Partners
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Edward Jones
Edward JonesBroker
State Registrations1 state
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
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