Taylor Hodges is a registered investment advisor at D.H. Hill Advisors, INC., based in Tyler, TX, with 14 years of industry experience. Taylor 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
Tyler, TX
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Taylor is an independent insurance agent involved in fixed insurance sales since 2011, dedicating about a quarter of their time. Taylor also owns Hodges Financial Services, a DBA for insurance and securities sales, taking about 70% of their time, rental property, and a gymnastics business.
Employment History
Current Registrations
D.H. Hill Advisors, INC.
D.H. Hill Securities, LllpBroker
Previous Registrations
Brokers Financial
Brokers International Financial Services, LLC.Broker
State Registrations5 states
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.