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Kevin Lybrand

1 Year of Experience
Sells Insurance

Kevin Lybrand is a registered investment advisor at D.H. Hill Advisors, INC., based in Tyler, TX, with 1 years of industry experience. Kevin 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

6713 Old Jacksonville Highway, Tyler, TX, 75703

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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

Kevin teaches online classes at Jacksonville Junior College, dedicating minimal time. He is also an insurance agent at Lybrand Financial Services, offering life and health insurance, which takes about a third of his time. Finally, Kevin works as a security guard for Probitas Security Solutions, LLC, spending about 10-20% of his time on weekends.

Employment History
Current Registrations
D.H. Hill Advisors, INC.
June 2024 - Present · 1 yr 10 mos
State Registrations1 state
TX
Advisor

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.