TH
CFP
TH
CFP

Tara Hill

4 Years of Experience
Oakbrook Terrace, IL

Tara Hill is a CFP-designated registered investment advisor at Mariner Independent, based in Oakbrook Terrace, IL, with 4 years of industry experience. Tara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 4,307 clients with $7.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
121 advisors
Number of Clients
4,307 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$7.3B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Advisory fees range up to 2.50% per annum depending on the services provided and other considerations. Fees are negotiable.

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

1 Mid America Plaza, Suite 1030, Oakbrook Terrace, IL, 60181

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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

Tara works as a wealth advisor for Fortitude Financial Partners, offering investment advisory services through Mariner Platform Solutions. This is a full-time commitment for Tara.

Employment History
Current Registrations
Mariner Independent
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Mariner Wealth Advisors
September 2022 - April 2023 · 7 mos
State Registrations1 state
IL
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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