Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
6713 Old Jacksonville Highway, Tyler, TX, 75703
Get directionsRegulatory History
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
Kevin teaches online classes at Jacksonville Junior College, dedicating minimal time. He is also an insurance agent at Lybrand Financial Services, offering life and health insurance, which takes about a third of his time. Finally, Kevin works as a security guard for Probitas Security Solutions, LLC, spending about 10-20% of his time on weekends.