| Advisor Profile |
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| Name: |
Paul Byron Hill |
| Phone Number: |
(585) 200-3905 |
| Website: |
Visit Website
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| Disclaimer |
| No charge for initial consultation. If initial planning analysis is not satisfactory by the end of third meeting, any fee due will be refunded if all written client materials are returned. |
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Business Description |
| Paul Byron Hill, CFP and his staff of Certified Financial Planners plan long-term professional strategies for financial security through a proven wealth management process engineered from financial science. We specialized in retirement and legacy planning. Our firm is an independent registered investment advisor paid only by satisfied clients. Wealth Manager magazine listed Professional Financial for the 4th time among 500 "Top Advisory Firms" nationally. Thompson Reuters honored Paul Byron Hill, CFP as one of 500 nationally selected "Top Advisers 2008" for Reuters Advicepoint, and one of their "Top CFP Advisers." |
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General Information |
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| States Licensed in: |
New York, other states if de minimus
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| Years of Experience in Financial Services: |
31
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| Work Experience: |
President Founder, Professional Financial Strategies, Inc. 1993-Present
Principal, Hill Financial Advisors, 1983-1999
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| Foreign Languages Serviced: |
Mandarin, Cantonese
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Education |
| Academic Background |
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BA (Distinction), 1974, University of Rochester
MBA (Finance), 1989, Simon Business School
MS Financial Planning, 1997, University Phoenix
MS Financial Services, 1988, American College |
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Services |
| Investment Types: |
Mutual Funds, Stocks, Bonds, Alternative Investments
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Accredited Tax Advisor, Chartered Financial Consultant, Certified Financial Planner, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Chartered Life Underwriter
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| Securities Licenses: |
Life & Health, CFP 10926
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Firm's Number of Clients: |
78
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| Assets Managed by Firm: |
$90 M
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| Advisor's Number of Clients: |
78
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| Assets Managed by Advisor: |
$90 M
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Compensation & Fees |
| Minimum Portfolio Size for New Managed Accounts: |
$1 M
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| Compensation Methods: |
Flat Fee, Based on Assets, Hourly
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| Fee % Based on Assets: |
1ïo .25ï1405162264=300
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| Additional Details on Charges: |
Financial Services: $4,000 to $12,000 one-time.
May be credited in full to Wealth Management Services within 90 days of engagement.
Wealth Management: Quarterly minimum is $2,000, fully offset against AUM charges. Personal planning may be included on certain conditions.
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| Minimum Fee Charged for Managed Accounts: |
$2,000 Q
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| Prepared By: |
Paul Byron Hill |
| Most Recent Update: |
04/22/2008 |
Frequently Asked Questions |
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