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 Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 436 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Juncture Wealth Strategies charges a percentage of the value of your investments. The exact fee is agreed upon between you and your advisor, but it will not exceed 2% per year. Fees are calculated monthly based on the value of your investments on the last day of the month. Discounts may be offered to family members and friends of Juncture employees.
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.