CH

Crystal Ann Hill

8 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
67 advisors
Number of Clients
1,340 clients
Average Client Portfolio
$36.5M average
Assets Under Management
$48.9B

Fee Structure

Fees for investment services are negotiable and can be a flat dollar fee or a percentage of assets. USI Advisors may calculate and deduct fees directly from client accounts or bill separately. Clients can terminate the agreement with 30 days' written notice. Some scenarios involve the implementation of a minimum fee/charge, which will be specified in the Investment Advisory Agreement.

Areas of Practice
Retirement Planning
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Advisor Information

Office location

900 South Gay Street, Suite 1796, Knoxville, TN, 37902

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Regulatory History (2)
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Financial
January 2025
Pending
Financial
November 2024
Final
Employment History
Current Registrations
Usi Advisors
June 2020 - Present · 5 yrs 7 mos
Usi Securities, INC. Broker
April 2017 - Present · 8 yrs 9 mos
State Registrations1 state
TN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.