David Henion is a registered investment advisor at Mariner Wealth, based in Rochester, NY, with 23 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
400 Linden Oaks, Suite 310, Rochester, NY, 14625
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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
David is a member of Honeoye Lake House LLC and Elevation Villas, LLC, both involved in rental real estate and property management, dedicating a few hours per week. He also manages family assets as a personal trustee for Jeanne Hicks TR/Charles Henion TR, spending minimal time on this activity.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Forte Capital LLC
Forte Capital LLC
State Registrations1 state
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