Jeremiah Harston
Jeremiah Harston is a registered investment advisor at Lockshield Partners, INC., based in Glasgow, KY, with 15 years of industry experience. Jeremiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 1,017 clients with $250M 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 $100K | 1.50% |
| $100K - $250K | 1.00% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
Fee Estimator
Location
301 South Broadway, Glasgow, KY, 42141
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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
Jeremiah is involved in several business activities, including Capital Benefits Group (non-variable insurance), Harston Properties LLC (real estate rental), Wildcat Duck Club LLC (hunting club), Lockshield Partners (DBA for LPL business), Lockshield Partners, Inc (registered investment advisor), and LPL Financial LLC (registered broker dealer). Jeremiah also works as an insurance agent, dedicating minimal time to this role.
Employment History
Current Registrations
Lockshield Partners, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
MML Investors Services, LLCBroker
State Registrations1 state
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