HH
HH

Henry Hasty

5 Years of Experience
Greenville, SC
Sells Insurance

Henry Hasty is a registered investment advisor at Idle Hill Advisors LLC, based in Greenville, SC, with 5 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 200 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
200 clients
Average Client Portfolio
$519K average
Assets Under Management
$103.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.45%
$500K - $2.0M1.25%
$2.0M - $5.0M1.00%
$5M+0.75%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

201 Roper Creek Drive, Greenville, SC, 29615

Get directions

History

Regulatory History
Clean regulatory record

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 employed by Insurance Made Easy and its sister companies, collectively known as "The Wealth Training Academy," providing services such as independent insurance agent services, tax planning, estate planning, and business valuation. This takes about 10-20% of Henry's time.

Employment History
Current Registrations
Idle Hill Advisors LLC
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Financial Gravity Asset Management, INC.
September 2020 - March 2022 · 1 yr 6 mos
State Registrations2 states
SCTX
Advisor

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
No exam information available for this advisor.