Henry Looney is a registered investment advisor at Intelligent Wealth Solutions LLC, based in Austin, TX. Their practice areas include Investment Management. Their firm serves 2,473 clients with $630M 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% |
IWS manages model portfolios for third-party investment advisors. The maximum annual fee for this service is 0.35%.
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.
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Learn about disclosures →Employment History
Current Registrations
Intelligent Wealth Solutions LLC
Waterloo Capital
State Registrations1 state
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