TrueAdvisor
TrueAdvisor
ML
ML

Michael Laderer

Henley & Company Wealth Management LLC
40 Years of Experience
Uniondale, NY
3 DisclosuresBroker
View SEC Summary
View SEC Summary

Michael Laderer is a registered investment advisor at Henley & Company Wealth Management LLC, based in Uniondale, NY, with 40 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 71 clients with $94M in assets under management.

Henley & Company Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
71 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$93.9M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $200K2.00%
$200K - $500K1.75%
$500K+1.25%

Fees are negotiable and set by the Investment Adviser Representative servicing the account. The wrap fee includes advisory and brokerage costs, transaction costs, quarterly performance reports, and third-party custodial fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

506 Rxr Plaza, Uniondale, NY, 11556

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2022
Settled
Customer Dispute
December 2021
Settled
Customer Dispute
October 2021
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael is an investment adviser and supervisor with Henley & Company Wealth Management, an affiliated RIA. No other business activities are listed in this excerpt.

Employment History
Current Registrations
Henley & Company Wealth Management LLC
December 2009 - Present · 16 yrs 10 mos
Henley & Company LLCBroker
September 2004 - Present · 22 yrs 1 mo
Previous Registrations
Raymond James Financial Services, INC.Broker
January 1999 - February 2005 · 6 yrs 1 mo
Robert Thomas Securities, INCBroker
May 1988 - January 1999 · 10 yrs 8 mos
Philips, Appel & Walden, INC.Broker
October 1986 - June 1988 · 1 yr 8 mos
Denton & Company, IncorporatedBroker
June 1986 - November 1986 · 5 mos
Donald & CO. Securities INC.Broker
November 1985 - June 1986 · 7 mos
State Registrations40 states
AZCACOCTDCFLGAILINKSLAMAMDMIMNMOMSNCNDNHNJNMNVNYOHOKORPAPRRISCTNTXUTVAVTVirgin IslandsWAWIWY
AdvisorBrokerBoth

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.
More Advisors
More financial advisors in Uniondale, NY →All financial advisors in New York →