Henry Korngut
Henry Korngut is a registered investment advisor at Osaic Wealth, INC., based in Belvedere, CA, with 36 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, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Belvedere, CA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2010Other Business ActivitiesSells Insurance
Henry is an independent insurance agent, treasurer/board member for Valley Girls Softball, and managing director (100% owner) of Golden Gate Financial Partners, a wealth planning firm, since 2013, dedicating full-time hours. He is also a partner with Divorce Resolution Advisors since 2015.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
H. Beck, INC.Broker
First Allied Securities, INC.
First Allied Securities, INC.Broker
Round Hill Securities, INC.Broker
Round Hill Securities, INC.
Bear, Stearns & CO. INC.
Bear, Stearns & CO. INC.Broker
Dean Witter Reynolds INC.Broker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations30 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.