Hillier Advisors, Llc (Ocala)
Hillier Advisors, Llc Is an Adviser Based in Ocala. It Manages $60 Million of Regulatory Assets for 58 Client Accounts. It Has Been Registered with the Sec as...
Hillier Advisors, LLC is an adviser based in Ocala. It manages $60 million of regulatory assets for 58 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida, New York, and Pennsylvania.
Hillier Advisors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Hillier Advisors: assets under management
The assets under management (AUM) of Hillier Advisors, LLC is $60 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $60 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.03 million each.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Hillier Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David Miller brings 15 years of experience in global economics, personal finance strategy, and market dynamics. He specializes in turning complex economic trends into actionable insights for everyday readers.
