Henry Kasky
Henry Kasky is a registered investment advisor at Securities Brokerage Services, based in Carnegie, PA, with 38 years of industry experience. Henry 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. Their firm serves 42 clients with $16M 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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fees are negotiable with principal approval. Clients can elect to pay brokerage and other transaction costs or have those costs included in the annual advisory fee for an additional 0.15% per year. New clients pay an annual platform fee, which may be waived with principal approval.
Fee Estimator
Location
101 West Main Street #104, Carnegie, PA, 15106-2427
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 ActivitiesSells Insurance
Henry is an independent insurance agent with multiple companies, selling various insurance products since 1969. He also works as an advisory representative for Securities Brokerage Services Inc, focusing on asset management, and this takes nearly full-time hours. Additionally, Henry is the owner/president of Comprehensive Insurance Planners Inc, but the business is currently inactive.
Employment History
Current Registrations
Securities Brokerage Services
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Securities Brokerage Services
Walnut Street Securities, INC.Broker
State Registrations5 states
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.