Jarrett Gist is a registered investment advisor at D.H. Hill Advisors, INC., based in Kingwood, TX. Jarrett 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
1543 Green Oak Place, Suite 100, Kingwood, TX, 77339
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
Jarrett provides special education services focusing on orientation and mobility as a contractor and certified specialist, dedicating about 10-20% of his time. He also operates Clear Path Wealth Management as a DBA for advisory services.
Employment History
Current Registrations
D.H. Hill Advisors, INC.
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.