Henry Ellis
Henry Ellis is a CFP-designated registered investment advisor at Maridea Wealth Management, based in Brooklyn, NY, with 7 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,555 clients with $960M 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 | 2.50% |
Investment management fees range up to 2.50% annually based on scope, complexity, asset level, and overall relationship. Fees may be negotiable.
Fee Estimator
Location
25 Kent Avenue, Suite 401, Brooklyn, NY, 11249
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 licensed insurance agent selling insurance through Maridea Insurance Company, LLC, dedicating about 10% of his time to this. He also works as an independent digital marketing consultant, spending minimal time on this activity.
Employment History
Current Registrations
Maridea Wealth Management
Previous Registrations
Onedigital Investment Advisors
Kb Financial Partners, LLC
M Holdings 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.
Exams
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