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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 71 clients with $94M 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% |
Fees are negotiable and set by the Investment Adviser Representative servicing the account. The wrap fee includes advisory and brokerage costs, transaction costs, quarterly performance reports, and third-party custodial fees.
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
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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