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 directionsCheryl works full-time as an Analyst Relationship Director at Texas Financial and Retirement, focusing on insurance sales and services. She also owns rental houses managed by a third party, requiring minimal time commitment.