Gary Henson is a registered investment advisor at Northbrook Financial Group, LLC, based in Auburn, CA, with 27 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.10% to 1.50% based on a fixed amount or the market value of your portfolio.
Fee Estimator
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.
Learn about disclosures →Other Business Activities
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
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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