Henry Rossi
Henry Rossi is a ChFC-designated registered investment advisor at W&s Brokerage Services, INC., based in Fort Wright, KY, with 9 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 655 clients with $180M 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 $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K+ | 1.10% |
Minimum quarterly fee applies: $500 for Total Return, Income Oriented, Socially Conscious and Tax Aware accounts; $250 for EnFocus™ accounts; $75 for Companion EnFocus™ accounts.
Fee Estimator
Location
909 Wright'S Summit Pkwy, Suite 100, Fort Wright, KY, 41017
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Henry is a sales manager for Western Southern Life. He also serves as a board member for Miami University Commerce, dedicating minimal time and receiving no compensation.
Employment History
Current Registrations
W&s Brokerage Services, INC.
W&s Brokerage Services, INC.Broker
Previous Registrations
W&s Brokerage Services, INC.Broker
W&s Brokerage Services, INC.Broker
State Registrations11 states
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