Henry Meadows is a registered investment advisor at Wms Advisors, LLC, based in Rockville, MD, with 34 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 131 clients with $280M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Rates shown are for discretionary management. Non-discretionary management has a separate schedule ranging from 1.75% down to 0.80%. Fees for accounts over $10M are negotiable.
Fee Estimator
Location
Rockville, MD
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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 sells life insurance, dedicating a few hours per week to this activity. He also works as an Accounting and Tax Senior Advisor for Marcum LLP (nearly full-time) and is closing out a former CPA practice.
Employment History
Current Registrations
Wms Advisors, LLC
Previous Registrations
Grove Point Investments, LLCBroker
H. Beck, INC.
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
H.D. Vest Investment Securities, INC.Broker
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.
Exams
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