Henry Pofi
Henry Pofi is a registered investment advisor at Ameriprise Financial Services, LLC, based in Camp Hill, PA, with 37 years of industry experience. Henry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
214 Senate Ave Ste 601, Camp Hill, PA, 17011-2382
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2009Other Business Activities
Henry owns a single-family real estate property since 2021. He is also a member of the Board of Directors for Pofi, dedicating a few hours per week to this role.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Ryan Beck & CO.Broker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations34 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.
Exams
More Advisors
- David Kidd, CFPAmeriprise Financial Services, LLC
- William Pressmann, ChFCAmeriprise Financial Services, LLC
- Thomas Benkovich, CFPAmeriprise Financial Services, LLC
- Roger PlaceAmeriprise Financial Services, LLC
- Brendon Muller, CFPAmeriprise Financial Services, LLC
- Andrew Spuhler, CFP