Jessi Hilton is a CFA-designated registered investment advisor at Guardian Partners INC., based in Toronto, Ontario, with 1 years of industry experience. Jessi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,051 clients with $3.3B 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 $25.0M | 0.40% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.10% |
Applies to the GP Division. The GCA Division typically charges between 0.75% and 1.25% per annum. Fees may be negotiable.
Fee Estimator
Location
Commerce Court West, 199 Bay Street,, Suite 2700, Toronto, Ontario, M5L 1E8
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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 →Employment History
Current Registrations
Guardian Partners INC.
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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