Jennifer Barron is a registered investment advisor at Adell Harriman & Carpenter, based in Houston, TX, with 29 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 781 clients with $1.8B 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees negotiable for amounts in excess of $5 Million. In certain cases, AHC has negotiated lower fees, such as with charitable organizations or family members.
Fee Estimator
Location
2700 Post Oak Blvd, Ste 1200, Houston, TX, 77056
Get directionsHistory
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 →Employment History
Current Registrations
Adell Harriman & Carpenter
Previous Registrations
Eaton Vance Management
Eaton Vance Distributors, INC.Broker
American Century Advisory Services, INC.
American Century Investment Services INC.Broker
Aim Private Asset Management
A I M Distributors, INC.Broker
State Registrations1 state
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.