Henry Schacht is a CFA-designated registered investment advisor at Devotion Capital Management, based in Granger, IN, with 23 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. Their firm serves 47 clients with $33M 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 | 1.00% |
Fees may be negotiable depending on the amount of assets, nature of the services provided and/or the specifics of a client relationship.
Fee Estimator
Location
Granger, IN
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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.
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Henry is a shareholder and advisor to a family citrus company since 1995, where he discusses capital allocation and business decisions. This endeavor takes about 10-20% of Henry's time, and none of it occurs during security trading hours.
Employment History
Current Registrations
Devotion Capital Management
Previous Registrations
Schacht Value Investors, LLC
State Registrations3 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.