Henry Whalen
Henry Whalen is a registered investment advisor at Equity Wealth Partners, LLC, based in Independence, MO, with 19 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 593 clients with $220M 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 $60K | 1.50% |
| $60K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable for portfolios over $10,000,000. For Clients with less than $60,000 in assets under management, there is a minimum fee of $480 per household per year.
Fee Estimator
Location
4700 S Cedar Crest Ct, Independence, MO, 64055
Get directionsHistory
Regulatory History (1)
Criminal
December 1988Other Business Activities
Henry owns real estate (lot/land) in Kansas City, MO. This activity is not investment-related.
Employment History
Current Registrations
Equity Wealth Partners, LLC
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations2 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.