D.H. Hill Advisors is a wealth management firm that offers comprehensive financial planning and personalized investment management services. Clients work with investment advisor representatives to assess their financial needs, risk tolerance, and long-term goals. The firm provides both discretionary and non-discretionary investment management, building portfolios using mutual funds, exchange-traded funds, individual stocks and bonds, and third-party managers. In addition to investment management, D.H. Hill Advisors offers financial planning covering cash flow, retirement, insurance, education, and tax planning. The firm also provides consulting services for employer-sponsored retirement plans. D.H. Hill Advisors tailors its approach to each client, accommodating reasonable restrictions on accounts while navigating potential conflicts of interest related to affiliated broker-dealers and insurance agencies.
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% |
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.