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Barrington Gist
12 Years of Experience
Mount Juliet, TN
1 Disclosure
Barrington Gist is a registered investment advisor at Heritage Private Wealth, based in Mount Juliet, TN, with 12 years of industry experience. Barrington operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 67 clients with $15M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
67 clients
Average Client Portfolio
$221K average
Assets Under Management
$14.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Mount Juliet, TN
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
August 2023Employment History
Current Registrations
Heritage Private Wealth
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
LPL Financial LLC
April 2021 - September 2023 · 2 yrs 5 mos
LPL Financial LLCBroker
April 2021 - September 2023 · 2 yrs 5 mos
Morgan Stanley
June 2013 - April 2021 · 7 yrs 10 mos
Morgan StanleyBroker
April 2013 - April 2021 · 8 yrs
State Registrations1 state
TN
Advisor
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.