Henry Pilger
Henry Pilger is a PFS-designated registered investment advisor at Valmark Advisers, INC., based in Akron, OH, with 26 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 1 more. Their firm serves 14,890 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Valmark Advisers offers investment management through several programs, including Valmark ACCESS and ACCESS Direct.
Valmark ACCESS:
- Fees are calculated as a percentage of your account's assets and are negotiated between you and your advisor, but will not exceed:
- 1.95% annually for accounts less than $1,000,000
- 1.75% annually for accounts between $1,000,001 and $2,000,000
- 1.50% annually for accounts above $2,000,001
- A minimum investment of $50,000 is generally required.
ACCESS Direct:
- This program provides access to third-party managers, fee-based annuities, and fee-based variable life insurance contracts. Fees vary depending on the specific solution chosen.
- American Funds F-2 Direct Program: Fees are 1% of the account value annually.
- Fee-Based Variable Annuity Program: Fees will not exceed 1.5% of the contract's cash value annually.
- Fee-Based Variable Life Insurance Fees: Fees will not exceed 1.5% of the contract's cash value annually.
Select Manager Programs:
- Fees are calculated as a percentage of your account's assets and are negotiated between you and your advisor, but will not exceed:
- 1.95% annually for accounts between $50,000 and $1,000,000
- 1.75% annually for accounts between $1,000,001 and $2,000,000
- 1.50% annually for accounts above $2,000,001
- A minimum investment of $100,000 is generally required.
Location
130 Springside Drive, Akron, OH, 44333
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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
Henry is a partner in SLEEPY HOLLOW INVESTMENTS, LLC and 1750 Copperhill, LLC, both real estate rental businesses. He also serves as trustee for two irrevocable life insurance trusts, dedicating minimal time to these activities.
Employment History
Current Registrations
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Previous Registrations
Vista Wealth Management, LLC
Valmark Securities, INC.Broker
Bpm Wealth Management, LLC
Vwm Insurance Services, LLCBroker
Valmark Securities, INC.Broker
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.