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Philip Hamilton

30 Years of Experience
1 DisclosureBrokerSells Insurance

Philip Hamilton is a registered investment advisor at D.H. Hill Advisors, INC., based in Kingwood, TX, with 30 years of industry experience. Philip 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

Kingwood, TX

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History

Regulatory History (1)
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Employment Separation After Allegations
March 2018
Other Business ActivitiesSells Insurance

Philip sells insurance, including final expense and mortgage protection, dedicating a few hours per week to this activity. He also owns a home rental property, spending minimal time on it.

Employment History
Current Registrations
D.H. Hill Advisors, INC.
May 2021 - Present · 4 yrs 11 mos
D.H. Hill Securities, Lllp
April 2021 - Present · 5 yrs
D.H. Hill Securities, LllpBroker
April 2021 - Present · 5 yrs
Previous Registrations
D.H. Hill Advisors, INC.
April 2021 - April 2021 · 0 mos
Horter Investment Management, LLC
August 2020 - May 2021 · 9 mos
D.H. Hill Advisors, INC.
May 2018 - August 2020 · 2 yrs 3 mos
D.H. Hill Securities, LllpBroker
February 2018 - August 2020 · 2 yrs 6 mos
D.H. Hill Advisors, INC.
February 2018 - February 2018 · 0 mos
Hilltop Securities Independent Network INC.
August 2009 - March 2018 · 8 yrs 7 mos
Hilltop Securities Independent Network INC.Broker
August 2009 - March 2018 · 8 yrs 7 mos
Wells Fargo Advisors Financial Network, LLC
December 2004 - August 2009 · 4 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
December 2004 - August 2009 · 4 yrs 8 mos
UBS Financial Services INC.Broker
October 2000 - December 2004 · 4 yrs 2 mos
UBS Financial Services INC.
October 2000 - December 2004 · 4 yrs 2 mos
Prudential Securities IncorporatedBroker
February 1996 - November 2000 · 4 yrs 9 mos
H.J. Meyers & CO., INC.Broker
May 1995 - February 1996 · 9 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.