GH
CFP
GH
CFP
Gwen Henson
22 Years of Experience
San Antonio Tlayacapan
1 Disclosure
Gwen Henson is a CFP-designated registered investment advisor at Ironbridge Private Wealth, LLC, based in San Antonio Tlayacapan, with 22 years of industry experience. Gwen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 157 clients with $310M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
157 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$314.8M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable. Performance-based fee arrangements may be available to certain high net worth clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
San Antonio Tlayacapan
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2017Settled
Employment History
Current Registrations
Ironbridge Private Wealth, LLC
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
May 2007 - June 2017 · 10 yrs 1 mo
Wells Fargo Clearing Services, LLC
May 2007 - June 2017 · 10 yrs 1 mo
Contango Capital Advisors, INC.
January 2007 - April 2007 · 3 mos
Zions Direct, INC.Broker
August 2006 - April 2007 · 8 mos
Zions Direct, INC.
August 2006 - December 2006 · 4 mos
Linsco/private Ledger CORP.
October 2004 - August 2006 · 1 yr 10 mos
Linsco/private Ledger CORP.Broker
October 2004 - August 2006 · 1 yr 10 mos
Waddell & Reed, INC.
May 2003 - October 2004 · 1 yr 5 mos
Waddell & Reed, INC.Broker
May 2003 - October 2004 · 1 yr 5 mos
State Registrations1 state
TX
Advisor
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
No exam information available for this advisor.