Henry Hache is a registered investment advisor at Ai Financial, INC., based in Simi Valley, CA, 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 Investment Management. Their firm serves 10 clients with $5M 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% |
Fee Estimator
Location
4356 Cochran St, Simi Valley, CA, 93063
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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
Henry provides tax preparation and accounting services through A.I. Financial, Inc., a service he has offered for over 20 years. He spends about half his time on this activity, which is not investment-related.
Employment History
Current Registrations
Ai Financial, INC.
Previous Registrations
Ai Financial, INC.
H.D. Vest Advisory Services, INC
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.