Henri Glover
Henri Glover is a registered investment advisor at Hg Tailored Financial Services, based in Dallas, TX, with 23 years of industry experience. Henri 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 312 clients with $79M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
14180 Dallas Parkway, Suite 500, Dallas, TX, 75254
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
Henri is affiliated with multiple entities, including BenefitMall and HG Tailored Insurance Services, through which he sells various lines of insurance, including medical, life, disability, and LTC insurance. He also provides investment advisory services through HG Tailored Financial Services, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Hg Tailored Financial Services
LPL Financial LLCBroker
Previous Registrations
Davis, Glenn, & Glover Wealth Management Services, LLC
LPL Financial LLC
MML Investors Services, INC.
MML Investors Services, INC.Broker
Sunamerica Securities, INC.Broker
State Registrations21 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.