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Philip Hamilton

D.H. Hill Advisors, INC.
31 Years of Experience
Kingwood, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
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Philip Hamilton is a registered investment advisor at D.H. Hill Advisors, INC., based in Kingwood, TX, with 31 years of industry experience. Philip is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Divorce Planning, and 8 more. Their firm serves 938 clients with $230M in assets under management.

D.H. Hill Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
938 clients
Average Client Portfolio
$241K average
Assets Under Management
$226.4M

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%

Rates shown are for investment management only. Combined planning and investment management starts at 1.25% for the first tier. Fees are negotiable for accounts over $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)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2018
View Full SEC ReportHow to Read Disclosures
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 · 5 yrs 5 mos
D.H. Hill Securities, Lllp
April 2021 - Present · 5 yrs 6 mos
D.H. Hill Securities, LllpBroker
April 2021 - Present · 5 yrs 6 mos
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.
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