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
1543 Green Oak Place, Suite 100, Kingwood, TX, 77339
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jarrett provides special education services focusing on orientation and mobility as a contractor and certified specialist, dedicating about 10-20% of his time. He also operates Clear Path Wealth Management as a DBA for advisory services.