Henry Ferry is a registered investment advisor at Focus Quantitative Methods, INC., based in Solana Beach, CA, with 33 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
514 Via De La Valle, Suite 200, Solana Beach, CA, 92075
Get directionsHistory
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 Activities
Henry is involved with Tropical Trades LLC, a home-based business that is not investment related. He spends a few hours per week on this activity.
Employment History
Current Registrations
Focus Quantitative Methods, INC.
Focus Investment Advisors, INC
Previous Registrations
Focus Quantitative Methods, INC.
LPL Financial LLCBroker
Girard Securities, INC.
Girard Securities, INC.Broker
Securities America, INC.Broker
Aig Financial Advisors, INC.
Aig Financial Advisors, INC.Broker
Sentra Securities CORP
Focus Investment Advisors
Sentra Securities CorporationBroker
State Registrations1 state
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