How does D.H. HILL ADVISORS, INC. help clients – Key Takeaways:
D.H. HILL ADVISORS, INC. is a reputable financial advisory firm that provides expert guidance and support to its clients. The firm has a team of highly qualified and experienced financial experts who offer personalized solutions to meet the unique needs and goals of each client. Here are some key takeaways on how the advisor helps its clients:
- D.H. HILL ADVISORS, INC. offers comprehensive financial planning services to help clients achieve their short-term and long-term financial goals.
- The firm provides investment management services to help clients build and manage a diversified portfolio that aligns with their risk tolerance and investment objectives.
- D.H. HILL ADVISORS, INC. has a strong focus on educating and empowering its clients, helping them make informed financial decisions to secure a better financial future.
- The firm offers a range of other financial services such as retirement planning, insurance planning, tax planning, and estate planning to help clients achieve financial stability and peace of mind.
Facts and Insights
D.H. HILL ADVISORS, INC. has been in the financial advisory business for over 20 years. The firm has established a strong reputation for its high-quality services and client-focused approach. Here are some other facts and insights about the advisor:
- D.H. HILL ADVISORS, INC. manages over $500 million in assets under management (AUM) for its clients.
- The firm has a team of 10 advisors who have an average industry experience of 15 years.
- D.H. HILL ADVISORS, INC. is a fee-only advisor, meaning that it does not earn commissions on financial products, ensuring its recommendations are solely in the best interest of its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $500 million+ | 10 | 20+ |
Financial Services Offered
D.H. HILL ADVISORS, INC. offers a range of financial services that are tailored to meet the individual needs and goals of its clients. These services include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Insurance planning
- Tax planning
- Estate planning
Client Types
D.H. HILL ADVISORS, INC. caters to a diverse range of clients, including:
- Individuals
- Families
- High-net-worth individuals
- Business owners
Fees & Compensation
D.H. HILL ADVISORS, INC. is a fee-only advisor, which means that it charges a fee based on a percentage of the client’s assets under management. The firm’s fee structure is as follows:
- Less than $500,000: 1.25%
- $500,000 – $1 million: 1.00%
- $1 million – $5 million: 0.75%
- Above $5 million: Negotiable
The firm also charges an initial financial planning fee of $1,000 and an annual financial planning fee of $500 for clients who do not have assets under management with the firm.
Background
D.H. HILL ADVISORS, INC. was founded in 1998 by D.H. Hill, a highly experienced and respected financial advisor. The firm is headquartered in New York and has expanded its presence to several other states over the years. The advisor has a strong commitment to providing transparent and unbiased financial advice to its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, D.H. HILL ADVISORS, INC. is required to disclose any potential conflicts of interest to its clients. Here are some important disclosures to know about the advisor: