Gary Henson is a registered investment advisor at Northbrook Financial Group, LLC, based in Auburn, CA, with 26 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 21 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NorthBrook Financial Group's annual fees for investment management are based on the value of your portfolio, ranging from 0.10% to 1.50% per year. These fees are calculated each quarter based on the value of your account on the last day of the quarter. The fees are automatically deducted from your account. Clients also pay transaction charges and mutual fund or exchange traded fund expenses.
Location
1010 Racquet Club Drive, Suite 104, Auburn, CA, 95603
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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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Gary is involved in real estate management through several LLCs and High Sierra Property Management, Inc. He spends minimal time on these activities.
Employment History
Current Registrations
Northbrook Financial Group, LLC
Previous Registrations
Northbrook Capital Management
State Registrations1 state
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