MH
MH

Michael Hernandez

25 Years of Experience
5 DisclosuresBroker

Michael Hernandez is a registered investment advisor at D.H. Hill Advisors, INC., based in Kingwood, TX, with 25 years of industry experience. Michael 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

1543 Green Oak Place, Suite 100, Kingwood, TX, 77339

Get directions

History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
October 2006
Final
Criminal
August 2005
Final Disposition
Customer Dispute
July 2005
Settled
Criminal
April 2003
Final Disposition
Employment Separation After Allegations
March 2002
Other Business Activities

Michael works as a Sales/Project Manager for Halo Roofing & Construction, earning commission. This activity takes a few hours per week and is not investment related.

Employment History
Current Registrations
D.H. Hill Advisors, INC.
February 2024 - Present · 2 yrs 2 mos
D.H. Hill Securities, Lllp
July 2021 - Present · 4 yrs 9 mos
D.H. Hill Securities, LllpBroker
July 2021 - Present · 4 yrs 9 mos
Previous Registrations
Arive Capital MarketsBroker
December 2016 - March 2021 · 4 yrs 3 mos
Edi Financial, INC.Broker
January 2011 - December 2016 · 5 yrs 11 mos
Cac Capital CORPBroker
March 2005 - September 2006 · 1 yr 6 mos
Compass Brokerage, INC.Broker
November 2001 - April 2002 · 5 mos
UBS Painewebber INC.Broker
December 2000 - October 2001 · 10 mos
Prudential Securities IncorporatedBroker
February 1996 - January 2001 · 4 yrs 11 mos
Strategic Resource Management, INC.Broker
March 1995 - January 1996 · 10 mos
W.B. Mckee Securities, INC.Broker
June 1994 - March 1995 · 9 mos
Reynolds Kendrick Stratton, INC.Broker
June 1993 - June 1994 · 1 yr
Chelsea Street Securities, INC.Broker
February 1993 - June 1993 · 4 mos
State Registrations2 states
COTX
AdvisorBrokerBoth

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.