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.
1635 E. Hwy 50 Suite 200-A, Clermont, FL, 34711
Get directionsRobert is an investment advisor representative for D.H. Hill Advisors, Inc. and D.H. Hill Insurance Services, Inc., and a registered representative for D.H. Hill Securities, LLLP. He also offers investment services to trusts, owns rental property, and provides insurance products and services to clients.