Henry Looney
Henry Looney is a registered investment advisor at Intelligent Wealth Solutions LLC, based in Austin, TX, with 1 years of industry experience. Their practice areas include Alternative Investments, Investment Management. Their firm serves 3,156 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 | 0.35% |
Maximum annual fee is 35 basis points (0.35%). Fees are computed based on the market value of portfolio assets, payable either in arrears or in advance depending on the sub-adviser agreement.
Fee Estimator
Location
2801 Via Fortuna, Suite 250, Austin, TX, 78746
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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
Intelligent Wealth Solutions LLC
Waterloo Capital
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.
Exams
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