Gwen Henson
Gwen Henson is a CFP-designated registered investment advisor at Ironbridge Private Wealth, LLC, based in San Antonio Tlayacapan, with 23 years of industry experience. Gwen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 166 clients with $380M 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable. IronBridge combines household accounts for breakpoint discounts. Performance-based fee arrangements are available for eligible high net worth clients.
Fee Estimator
Location
San Antonio Tlayacapan
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2017Employment History
Current Registrations
Ironbridge Private Wealth, LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Contango Capital Advisors, INC.
Zions Direct, INC.Broker
Zions Direct, INC.
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
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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