Charles Henry
Charles Henry is a registered investment advisor at Rosenthal | Henry Capital Advisors, INC., based in Mishawaka, IN, with 7 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rosenthal | Henry Capital Advisors (RHCA) provides investment advice to pooled investment vehicles (OFV, LP, and QP) for a management fee. The management fee for OFV ranges from 0.66% to 2.00% based on the investor's total capital contributed. For LP and QP, the management fee ranges from 1.00% to 1.75% of each investor's share of the net asset value. These fees are paid quarterly or monthly in advance. The funds may also incur operating expenses such as brokerage commissions, custodial fees, and professional fees.
Location
4220 Edison Lakes Parkway, Suite 310, Mishawaka, IN, 46545
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Rosenthal | Henry Capital Advisors, INC.
Previous Registrations
PNC Investments
State Registrations1 state
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