Henry Bailey
Henry Bailey is a registered investment advisor at Bailey Financial Services, based in Watkinsville, GA, 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 Investment Management. Their firm serves 72 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Bailey Financial Services does not directly manage your investments. Instead, they recommend third-party investment managers. The total annual fee for these managers ranges from 1.00% to 2.25% of your portfolio, depending on the manager, investment strategy, portfolio holdings, account size, and services provided. Bailey Financial Services receives 0.50% to 1.25% of this total fee for their consultation services and oversight of the third-party manager relationships.
Location
Watkinsville, GA
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2012Regulatory
January 1998Employment Separation After Allegations
December 1996Employment History
Current Registrations
Bailey Financial Services
Previous Registrations
Resource Horizons Investment Advisory, INC.
Resource Horizons Group LLCBroker
Investors Capital CORP.Broker
Centennial Capital Management, INC.Broker
Washington Square Securities, INC.Broker
Chubb Securities CorporationBroker
Pw Securities, INC.Broker
State Registrations2 states
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.