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.
Montgomery, TX
Get directionsBrian is the President of Gallant Financial, an insurance business, and spends about a quarter of his time there. He also works at D.H. Hill Advisors, Inc. as a Registered Investment Advisor, and spends minimal time prospecting and advising Deferred Sales Trust transactions.