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.
Tyler, TX
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Learn about disclosures →Taylor is an independent insurance agent involved in fixed insurance sales since 2011, dedicating about a quarter of their time. Taylor also owns Hodges Financial Services, a DBA for insurance and securities sales, taking about 70% of their time, rental property, and a gymnastics business.