Henry Arellano
Henry Arellano is a registered investment advisor at Advisory Services Network, based in Atlanta, GA, with 14 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, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B 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 $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
900 Ashwood Parkway, Suite 500, Atlanta, GA, 30338
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2023Customer Dispute
March 2016Other Business ActivitiesSells Insurance
Henry is an insurance agent selling life insurance and fixed annuities, dedicating about a quarter of his time to this. He is also the founder of APREMIER Consulting and owner of Lester's Shop, an auto repair shop, spending about 10 hours a week on each.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Edward Jones
Edward JonesBroker
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.