Brent Henry
Brent Henry is a registered investment advisor at Hexagon Capital Partners, LLC, based in Rogers, AR, with 33 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 318 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hexagon Capital Partners' investment management fee is based on a percentage of the value of your portfolio each year, ranging from 0.15% to 1.25%. The specific percentage depends on the size and composition of your portfolio and the services provided. The fee is calculated based on the average daily balance of your account and is charged quarterly, after the quarter ends. If you end your advisory agreement, the fee for the final period will be adjusted, and any unearned portion will be refunded.
Location
2107 S 54th Street, Rogers, AR, 72758
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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
Brent is a licensed insurance agent offering insurance products to clients since May 2022, dedicating minimal time to this activity. Brent also owns a residential rental property through Razorhorn LLC since February 2018, spending a few hours per week on this.
Employment History
Current Registrations
Hexagon Capital Partners, LLC
Previous Registrations
Morgan Stanley
Morgan Stanley Smith Barney LLC
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.