Henry Wheelwright
Henry Wheelwright is a CFP-designated registered investment advisor at Stablepoint Partners, LLC, based in Braintree, MA, with 24 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 481 clients with $800M 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 | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees may be negotiable for accounts over $10,000,000.
Fee Estimator
Location
45 Braintree Hill Park, Suite #402, Braintree, MA, 02184
Get directionsHistory
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 ActivitiesSells Insurance
Henry is on the South Shore Health Development Committee, involved in marketing and fundraising. He is also a licensed insurance professional, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Stablepoint Partners, LLC
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
UBS Financial Services INC.
UBS Financial Services INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations2 states
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.