Donald Hill Sr.
Advisor at Hill and Labarre Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Hill and Labarre Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Williamstown, NJ
Credentials
Series 65
Industry experience
3 years
Donald Hill is a Series 65-licensed financial advisor with Hill and Labarre Wealth Management, where he has worked since 2021. He has three years of industry experience and previously spent over three decades with the Southeastern Pennsylvania Transportation Authority. Outside of his advisory role, Hill serves as the General Chairman of the Brotherhood of Locomotive Engineers and Trainmen Division 71, representing commuter Locomotive Engineers in contract negotiations and arbitration. Hill and Labarre Wealth Management provides asset management and financial planning services to individuals, high-net-worth clients, and corporations. The firm employs a value-oriented, primarily long-only approach supplemented by tactical and strategic asset allocation and option strategies, offering both active and passive portfolio management programs along with educational offerings.
Based on Hill and Labarre Wealth Management
Based on Hill and Labarre Wealth Management
$0+: 0.75% annually (Portfolio Management - Model Program, no minimum account size) $25,000 - $50,000: 1.50% annually (Strategic Portfolio Management) $50,000 - $100,000: 1.25% annually (Strategic Portfolio Management) $100,000 - $500,000: 1.00% annually (Strategic Portfolio Management) $500,000 - $1 million: 0.90% annually (Strategic Portfolio Management) $1 million+: Negotiable (Strategic Portfolio Management)
Up to $250 per hour for financial planning and consulting services.
Wealth Advisory Program: $199 per month, billed in advance.
Account minimum: $25,000 Fee-only: Financial planning and consulting services charged hourly, up to $250/hour; Minimum hourly fee generally $250.
Williamstown, NJ
Colorado · New Jersey · Pennsylvania · Texas
Hill and Labarre Wealth Management
2021 - Present (5 years)
Southeastern Pennsylvania Transportation Authority
1988 - 2022 (34 years)
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