Henry Place is a CFA-designated registered investment advisor at Diversified Financial Management, based in Norwell, MA, with 15 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 144 clients with $340M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. The firm normally enforces a $5,000 minimum annual fee.
Fee Estimator
Location
80 Washington Street, Building E-13, Norwell, MA, 02061-1729
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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 →Employment History
Current Registrations
Diversified Financial Management
Previous Registrations
Diversified Financial Management INC.
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.
Exams
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