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Ian Hill

Coastedge Partners, LLC

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About Ian Hill

Ian Hill is a registered investment advisor representative with CoastEdge Partners, LLC. Ian has been in the financial services industry since 2016 and has a background in investment consulting and portfolio management. Ian is also a certified financial planner. Ian Hill works with a variety of clients, including high-net-worth individuals, charitable organizations, corporations, and pooled investment vehicles. Ian Hill provides a variety of advisory services, including financial planning, portfolio management, and selection of other advisors.

Firm Information

Ian Hill is currently registered with Coastedge Partners, LLC. Coastedge Partners, LLC is a registered investment adviser based in La Jolla, CA with approximately $1 billion to $10 billion in assets under management. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. They serve high-net-worth individuals, charitable organizations, corporations, pension plans, and pooled investment vehicles.
Coastedge Partners, LLC

888 PROSPECT ST.

LA JOLLA, CA 92037

$1.65B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Ian Hill’s Registration & Firm History

CA

09/16/2021 - Present

Coastedge Partners, LLC (LA JOLLA CA)

CA

03/25/2019 - 09/20/2021

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 05/10/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/15/2019

Series 3 - National Commodity Futures Examination

BC

Issued 03/25/2019

Series 7TO - General Securities Representative Examination

BC

Issued 03/08/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ian Hill.
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