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Michael Clouse

32 Years of Experience
BrokerSells Insurance

Michael Clouse is a registered investment advisor at D.H. Hill Advisors, INC., based in Kingwood, TX, with 32 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 736 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
736 clients
Average Client Portfolio
$267K average
Assets Under Management
$196.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.75%
$10M+0.75%

Fees negotiable for accounts greater than $10,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1543 Green Oak Place, Suite 100, Kingwood, TX, 77339

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History

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

Michael dedicates nearly full-time to insurance sales and services, including life, health, dental, LTC, Medicare Supplement, disability, and fixed annuities, since 1989. He is also a nutritional products distributor since 2009. Michael spends about a third of his time as a registered representative providing securities products/services.

Employment History
Current Registrations
D.H. Hill Advisors, INC.
September 2009 - Present · 16 yrs 7 mos
D.H. Hill Securities, Lllp
September 2009 - Present · 16 yrs 7 mos
D.H. Hill Securities, LllpBroker
September 2009 - Present · 16 yrs 7 mos
Previous Registrations
Next Financial Group, INC.
February 2008 - September 2009 · 1 yr 7 mos
Next Financial Group, INC.Broker
January 2008 - September 2009 · 1 yr 8 mos
Wellstone Securities, LLCBroker
January 2007 - December 2007 · 11 mos
Intersecurities, INC.
February 1995 - December 2006 · 11 yrs 10 mos
Intersecurities, INC.Broker
February 1995 - December 2006 · 11 yrs 10 mos
Fortis Investors, INC.Broker
January 1994 - December 1994 · 11 mos
Intersecurities, INC.Broker
August 1993 - December 1993 · 4 mos
Princor Financial Services CorporationBroker
March 1993 - August 1993 · 5 mos
State Registrations1 state
TX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Clouse - Financial Advisor | TrueAdvisor