Jennifer Henry
Jennifer Henry is a registered investment advisor at Continuum Wealth Advisors, LLC, based in Saratoga Springs, NY, with 15 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 328 clients with $350M 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 $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.70% |
| $7.5M+ | 0.60% |
Fees are negotiable at the sole discretion of Continuum Wealth Advisors. Fees take into consideration aggregate assets under management.
Fee Estimator
Location
18 Division St., Suite 207B, Saratoga Springs, NY, 12866
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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 Activities
Jennifer provides back-office support for Continuum Tax Advisors, a non-investment related business with the same address as her primary business. This activity takes a few hours per week.
Employment History
Current Registrations
Continuum Wealth Advisors, LLC
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.
Exams
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