Gerald Whitfill
Gerald Whitfill is a registered investment advisor at Whitfill Investment Management, LLC, based in Kingwood, TX, with 29 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 11 clients with $4.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Whitfill Investment Management charges an annual advisory fee based on the value of your portfolio, ranging from 0.50% to 2.75%. This fee does not include the costs charged by the mutual funds themselves. The advisory fee is deducted quarterly from your account. The exact fee within that range is negotiable.
Location
1408 Stonehollow Dr, Suite A-400, Kingwood, TX, 77339
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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.
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Gerald is a Certified Public Accountant and President of Gerald Whitfill PC, providing income tax consulting and preparation services since 1985. This takes about half of Gerald's time, with minimal time spent during securities trading hours.
Employment History
Current Registrations
Whitfill Investment Management, LLC
Previous Registrations
1st Global 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.