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.
600 B Street, Suite 300, San Diego, CA, 92101
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Learn about disclosures →Francisco works as a site manager for Cal Pro Management, Inc. and as a bartender for Marriott International Inc., dedicating minimal time to each. Francisco also owns an insurance agency, spending nearly full-time soliciting insurance.