Francisco Ibarra is a registered investment advisor at D.H. Hill Advisors, INC., based in San Diego, CA, with 9 years of industry experience. Francisco 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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% |
Fees negotiable for accounts greater than $10,000,000.
Fee Estimator
Location
San Diego, CA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Francisco works as a site manager for Cal Pro Management, Inc. and as a bartender for Marriott International Inc., dedicating minimal time to each. Francisco also owns an insurance agency, spending nearly full-time soliciting insurance.
Employment History
Current Registrations
D.H. Hill Advisors, INC.
D.H. Hill Securities, Lllp
D.H. Hill Securities, LllpBroker
Previous Registrations
Sleeve Financial, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
Adamson Brothers INC.Broker
State Registrations1 state
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