Ira Rousso
Ira Rousso is a CFP-designated registered investment advisor at Henley & Company Wealth Management LLC, based in New York City, NY, with 22 years of industry experience. Ira operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 118 clients with $96M 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 $200K | 2.00% |
| $200K - $500K | 1.75% |
| $500K+ | 1.25% |
The above wrap-fee includes all advisory and brokerage costs (including transaction costs), quarterly performance reports, and third party custodial fees. Certain clients may have different fees than those stated above. Depending on the relationship, certain clients may pay ticket charges imposed by Pershing, LLC, the account custodian, for transactions in accounts while ticket charges are not imposed on other clients.
Fee Estimator
Location
New York City, NY
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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
Ira works as an advisor at Henley Wealth MGMT LLC, an investment advisory firm, since 2009. This takes about full-time.
Employment History
Current Registrations
Henley & Company Wealth Management LLC
Henley & Company LLCBroker
Henley & Company LLC
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
Quest Capital Strategies, INC.Broker
State Registrations5 states
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