Jakob Hite is a registered investment advisor at J.M. Hite Financial LLC, based in Troy, PA. Jakob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
269 Mud Creek Road, Troy, PA, 16947
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 →Other Business Activities
Jakob has several outside business activities, including Hite LLC (for tax/investment purposes), BEEF Farm, Pleasant Valley Financial LLC (DBA for LPL business), Federal Aviation Administration (outside employment), and Jakob Hite Real Estate Rental. He dedicates about half of his time to the Federal Aviation Administration and minimal time to the other activities.
Employment History
Current Registrations
J.M. Hite Financial LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
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.