D.H. Hill Advisors, INC.
Assets Under Management
$196.9M
Number of Clients
736
Number of Advisors
19
Average Client AUM
$267K
AUM per Advisor
$10.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
D.H. Hill Advisors, Inc. is a Texas-registered investment advisor offering wealth and investment management services through its Connect and Select Wrap Programs. They work with IARs to manage client accounts for a single fee that includes portfolio management and brokerage costs. Investment strategies include mutual funds, ETFs, equities, and fixed income securities. Fees are negotiated and customized based on client needs.
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
Location
1543 Green Oak Place, Suite 100, Kingwood, TX, 77339