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 directionsMichael works as a Sales/Project Manager for Halo Roofing & Construction, earning commission. This activity takes a few hours per week and is not investment related.