FI

Francisco Retana Ibarra

9 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
Loading...

Advisor Information

Office location

600 B Street, Suite 300, San Diego, CA, 92101

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

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.

Employment History
Current Registrations
D.H. Hill Advisors, INC.
June 2018 - Present · 7 yrs 7 mos
D.H. Hill Securities, Lllp
June 2018 - Present · 7 yrs 7 mos
D.H. Hill Securities, LllpBroker
June 2018 - Present · 7 yrs 7 mos
Previous Registrations
Sleeve Financial, INC.
September 2017 - July 2018 · 10 mos
AXA Advisors, LLC
March 2016 - June 2016 · 3 mos
AXA Advisors, LLC Broker
November 2015 - June 2016 · 7 mos
Adamson Brothers INC.Broker
October 2004 - February 2005 · 4 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.