Henry Wong
Henry Wong is a registered investment advisor at Juncture Wealth Strategies, LLC, based in Naperville, IL, with 10 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 462 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum advisory fee will not exceed 2.0% in aggregate. Fees are negotiated between the client and advisor. Discounts may be offered to family and friends. Subadvisor portfolio management fees range from 0.05% to 0.65% based on asset allocation.
Fee Estimator
Location
Naperville, IL
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2020Other Business ActivitiesSells Insurance
Henry is a Senior Wealth Advisor at Juncture Wealth Advisors and has multiple DBAs for marketing purposes. He is also a licensed insurance agent selling non-variable insurance.
Employment History
Current Registrations
Juncture Wealth Strategies, LLC
Previous Registrations
Juncture Wealth Advisors, LLC
United Planners' Financial Services of America a Limited PartnerBroker
Centaurus Financial, INC.
Centaurus Financial, 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.
Exams
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