HV
HV
Henry Vail is a registered investment advisor at Sucre'-Vail Wealth Advisors, based in Houston, TX, with 27 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 61 clients with $56M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
61 clients
Average Client Portfolio
$914K average
Assets Under Management
$55.8M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.5M | 0.75% |
| $5.5M - $10.5M | 0.55% |
| $10.5M - $20.5M | 0.45% |
| $20.5M+ | 0.35% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
16862 Royal Crest Drive, Houston, TX, 77058
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Regulatory History (1)
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Regulatory
January 1993Final
Employment History
Current Registrations
Sucre'-Vail Wealth Advisors
January 2007 - Present · 19 yrs 4 mos
Previous Registrations
Cigna Securities, INC.Broker
October 1988 - November 1991 · 3 yrs 1 mo
Pml Securities CompanyBroker
August 1986 - October 1988 · 2 yrs 2 mos
John Hancock Distributors, INC.Broker
July 1985 - September 1986 · 1 yr 2 mos
Rotan Mosle INC.Broker
September 1984 - March 1985 · 6 mos
Dean Witter Reynolds INC.Broker
January 1984 - June 1985 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1983 - October 1983 · 4 mos
First Jersey Securities, INC.Broker
March 1983 - June 1983 · 3 mos
State Registrations1 state
TX
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.