PH

Philip Hearl Hamilton

30 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
19 advisors
Number of Clients
736 clients
Average Client Portfolio
$267K average
Assets Under Management
$196.9M

Fee Structure

Minimum Investment:None

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.

Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

Kingwood, TX

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2018
Other Business ActivitiesSells Insurance

Philip sells insurance, including final expense and mortgage protection, dedicating a few hours per week to this activity. He also owns a home rental property, spending minimal time on it.

Employment History
Current Registrations
D.H. Hill Advisors, INC.
May 2021 - Present · 4 yrs 8 mos
D.H. Hill Securities, Lllp
April 2021 - Present · 4 yrs 9 mos
D.H. Hill Securities, LllpBroker
April 2021 - Present · 4 yrs 9 mos
Previous Registrations
D.H. Hill Advisors, INC.
April 2021 - April 2021 · 0 mos
Horter Investment Management, LLC
August 2020 - May 2021 · 9 mos
D.H. Hill Advisors, INC.
May 2018 - August 2020 · 2 yrs 3 mos
D.H. Hill Securities, LllpBroker
February 2018 - August 2020 · 2 yrs 6 mos
D.H. Hill Advisors, INC.
February 2018 - February 2018 · 0 mos
Hilltop Securities Independent Network INC.
August 2009 - March 2018 · 8 yrs 7 mos
Hilltop Securities Independent Network INC. Broker
August 2009 - March 2018 · 8 yrs 7 mos
Wells Fargo Advisors Financial Network, LLC
December 2004 - August 2009 · 4 yrs 8 mos
Wells Fargo Advisors Financial Network, LLC Broker
December 2004 - August 2009 · 4 yrs 8 mos
UBS Financial Services INC. Broker
October 2000 - December 2004 · 4 yrs 2 mos
UBS Financial Services INC.
October 2000 - December 2004 · 4 yrs 2 mos
Prudential Securities IncorporatedBroker
February 1996 - November 2000 · 4 yrs 9 mos
H.J. Meyers & Co., INC.Broker
May 1995 - February 1996 · 9 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.