In any successful relationship, TRUST is essential. When looking for a financial advisor, you deserve to know how we operate so you can make an informed decision about working with us. Our Firm knows and understands the serious consequences that can happen when people receive biased advice. For this reason, D. R. Hill Wealth Strategies, LLC, was founded, to legally and ethically act in a fiduciary capacity providing unbiased advice.
|Firm Start Year:||2009|
|Name of Custodial Firm:||Charles Schwab|
|States Licensed in:||VA, NC, TX|
|Number of Years with Current Firm:||10|
|Work Experience:||John Hancock Life Insurance Suntrust Securities|
|I work with the following types of clients:||Individual Investors, Non-Profit Organizations, Businesses|
|Investment Types:||Bonds, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Stocks, Insurance, Annuities, Mutual Funds, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At my office, At your home, At your office, Via phone, Via email|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Health, Life, Long Term Care, Variable Annuity, Variable Life, Disability|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee-Based (Fee and Commissions)|
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Hourly, Flat Fee, Based on Assets|
|Fee % Based on Assets:||1%|
|Flat Fee Rate:||$275|
|Additional Details on Charges:||Financial Planning Services are offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique client needs.|
Fee based financial planning and investment advisory services are offered by D. R. Hill Wealth Strategies, LLC, a Registered Investment Advisor in the State of Virginia. Insurance products and services are offered through D. R. Hill & Associates, Inc.
Dan Hill is now entering his twenty-first year in the financial service industry. He is a 1978 graduate of The College of William and Mary School of Business Administration. He holds the professional designation of Certified Financial Planner", and has his Series 65 and Life and Health Insurance licenses.
Dan has been awarded the Accredited Investment Fiduciary®(AIF®) designation from Fiduciary360 (fi360). The AIF® designation signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.
Dan, and his wife, Susan, reside in Williamsburg, VA. Their oldest son, Derek, lives in Atlanta, GA, Brett and Sarah, the newlyweds, live in Richmond, VA. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-seven years.
Dan is an investment advisor representative of Hill Wealth Strategies, a state registered investment advisor, serving customers in Richmond, VA and surrounding communities. Dan's mission is to provide local families and businesses with innovative financial strategies, solutions and planning that can lead to financial clarity and security.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|All 50 States|