Daniel Henry
Daniel Henry is a registered investment advisor at Endeavor Capital Management, LLC, based in Downer'S Grove, IL, with 18 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.10% |
| $5.0M - $15.0M | 1.05% |
| $15.0M - $25.0M | 0.90% |
| $25M+ | 0.80% |
Fees are negotiable. Endeavor may manage assets as a sub-advisor for other registered investment advisors, and fees in that capacity may be higher or lower.
Fee Estimator
Location
309 7th St., Downer'S Grove, IL, 60515
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
November 2019Customer Dispute
November 2018Other Business Activities
Daniel is involved in training and onboarding new hires at Vedder Price, PC. This activity is not investment related and takes about a quarter of his time, with approximately 20 hours occurring during market trading hours.
Employment History
Current Registrations
Endeavor Capital Management, LLC
Previous Registrations
Iht Wealth Management LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations1 state
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.