Andrew Mutzabaugh is a registered investment advisor at Henney Wealth Management, based in Los Angeles, CA, with 25 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 59 clients with $99M 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 $7.5M | 1.00% |
| $7.5M - $17.5M | 0.75% |
| $17.5M+ | 0.50% |
Households under $350,000 pay 1.25% of asset value. In exceptional cases, Henney Wealth Management will negotiate alternative fee arrangements.
Fee Estimator
Location
12100 Wilshire Blvd., Suite 800, Los Angeles, CA, 90025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Henney Wealth Management
Previous Registrations
Ffr Advisory
State Registrations1 state
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