Cheryl Smith
Cheryl Smith is a registered investment advisor at D.H. Hill Advisors, INC., based in Kingwood, TX, with 25 years of industry experience. Cheryl 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable for accounts greater than $10,000,000.
Fee Estimator
Location
1543 Green Oak Place, Suite 100, Kingwood, TX, 77339
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2003Other Business ActivitiesSells Insurance
Cheryl works full-time as an Analyst Relationship Director at Texas Financial and Retirement, focusing on insurance sales and services. She also owns rental houses managed by a third party, requiring minimal time commitment.
Employment History
Current Registrations
D.H. Hill Advisors, INC.
D.H. Hill Securities, LllpBroker
Previous Registrations
Madison Avenue Securities, LLCBroker
Ae Wealth Management, LLC
Dempsey Lord Smith, LLCBroker
Oneamerica Securities, INC.Broker
Allstate Financial Services, LLCBroker
State Farm Vp Management CORP.Broker
First Command Financial Planning, INC.Broker
Edward JonesBroker
Prudential Securities IncorporatedBroker
State Registrations1 state
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.