CS

Cheryl Leigh Smith

25 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

1543 Green Oak Place, Suite 100, Kingwood, TX, 77339

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Regulatory History (1)
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Customer Dispute
February 2003
Denied
Other Business ActivitiesSells Insurance

Cheryl 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.

Employment History
Current Registrations
D.H. Hill Advisors, INC.
October 2022 - Present · 3 yrs 3 mos
D.H. Hill Securities, LllpBroker
October 2022 - Present · 3 yrs 3 mos
Previous Registrations
Madison Avenue Securities, LLC Broker
November 2020 - October 2022 · 1 yr 11 mos
Ae Wealth Management, LLC
April 2020 - October 2022 · 2 yrs 6 mos
Dempsey Lord Smith, LLC Broker
December 2019 - August 2020 · 8 mos
Oneamerica Securities, INC. Broker
March 2019 - December 2019 · 9 mos
Allstate Financial Services, LLCBroker
March 2018 - December 2018 · 9 mos
State Farm Vp Management CORP.Broker
July 2002 - December 2016 · 14 yrs 5 mos
First Command Financial Planning, INC.Broker
March 2001 - May 2002 · 1 yr 2 mos
Edward Jones Broker
October 1999 - March 2001 · 1 yr 5 mos
Prudential Securities IncorporatedBroker
October 1998 - October 1999 · 1 yr
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.