Zachary Hilty is a registered investment advisor at Hilty Wealth Management LLC, based in Brooklyn, NY, with 2 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 7 clients with $1.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
Brooklyn, NY
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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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Zachary works as a Contractor at Billy Farrell Agency (BFA) with two titles: Talent Development Manager and Senior Associate Photographer. He works approximately full-time, with about half of those hours during trading hours, but the flexible nature of the work allows him to monitor market activity.
Employment History
Current Registrations
Hilty Wealth Management LLC
State Registrations2 states
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.