David Henney
David Henney is a registered investment advisor at Henney Wealth Management, based in Los Angeles, CA, with 28 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 59 clients with $99M 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 $7.5M | 1.00% |
| $7.5M - $17.5M | 0.75% |
| $17.5M+ | 0.50% |
Households under $350,000 pay 1.25% of asset value. In exceptional cases, Henney Wealth Management will negotiate alternative fee arrangements.
Fee Estimator
Location
12100 Wilshire Blvd., Suite 800, Los Angeles, CA, 90025
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2009Other Business ActivitiesSells Insurance
David is involved with a non-variable insurance business, Henney Wealth Management, selling life, health, and fixed annuities since 2013.
Employment History
Current Registrations
Henney Wealth Management
Previous Registrations
Ffr Advisory
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.