TH

Taylor Talmage Hodges

14 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
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Advisor Information

Office location
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.

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Other Business ActivitiesSells Insurance

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.

Employment History
Current Registrations
D.H. Hill Securities, LllpBroker
December 2016 - Present · 9 yrs 1 mo
D.H. Hill Advisors, INC.
December 2016 - Present · 9 yrs 1 mo
Previous Registrations
Brokers Financial
October 2011 - December 2016 · 5 yrs 2 mos
Brokers International Financial Services, LLC. Broker
August 2011 - December 2016 · 5 yrs 4 mos
State Registrations5 states
IDMIOKPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.