D.H. Hill offers two wrap programs, Connect and Select, each with its own fee schedule. The annual cost is negotiated with each client and depends on factors like services performed, wealth counseling needs, investable assets, and time spent servicing the client. The total fee charged will not exceed 3.00% of the portfolio value annually. Certain custodians charge a minimum annual Asset Based Pricing Fee. Sub-Manager costs in the D.H. Hill Select Program range from 0% to 1% of assets under management. Investment management costs are payable monthly or quarterly.
1543 Green Oak Place, Suite 100, Kingwood, TX, 77339
Get directionsLeslie is an insurance agent since 1982 and spends minimal time on this activity. Leslie also offers investment services to trusts, dedicating a few hours per week to this.