Henry Dudley is a registered investment advisor at Dudley & Shanley, INC., based in Durango, CO, with 14 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management. Their firm serves 51 clients with $750M 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 $5.0M | 1.00% |
| $5.0M - $15.0M | 0.75% |
| $15M+ | 0.50% |
Fees are not generally negotiable, except that related accounts may be treated as a single account for purposes of qualifying for breakpoints under the above fee schedules.
Fee Estimator
Location
Durango, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Henry is a co-trustee for several trusts since 1979, president of Menunkatunk Corporation since 1977, a member of Open Shutter Gallery, LLC since 2001, and a managing member of Moon Hill, LLC since 2007. These activities require minimal time commitment.
Employment History
Current Registrations
Dudley & Shanley, INC.
State Registrations1 state
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