Henry Gan is a registered investment advisor at Gan Private Wealth Management LLC, based in Los Angeles, CA, with 45 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 16 clients with $35M 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 | 1.50% |
| $500K - $1.0M | 1.33% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 0.90% |
Fees are negotiable.
Fee Estimator
Location
633 West 5th Street, 26th Floor, Los Angeles, CA, 90071
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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 →Employment History
Current Registrations
Gan Private Wealth Management LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Prudential-Bache Securities INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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