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 High Net Worth, Investment Management. Their firm serves 51 clients with $38M 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 are charged at an annual rate of 1.00%, billed quarterly in arrears. Fees may be negotiable depending on the amount of assets and client circumstances.
Fee Estimator
Location
Granger, IN
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 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.
Exams
More Advisors
- Brandon Stoller, CFPKorhorn Financial Group
- Kevin Korhorn, CFP, ChFCKorhorn Financial Group
- Braylen Scott, CFPLPL Financial LLC
- Michael Green, CFPCw Advisors, LLC
- Alyse Keultjes, CFPLPL Financial LLC
- Benjamin Chambers, CFPKorhorn Financial Group