Henry Venker is a registered investment advisor at Naples Global Advisors, based in Vero Beach, FL, with 1 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 306 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.30% |
Family or related accounts may be aggregated for tiered pricing. Fees are generally negotiable on rare occasions for unique circumstances.
Fee Estimator
Location
3003 Cardinal Drive, Ste E, Vero Beach, FL, 32963
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 →Employment History
Current Registrations
Naples Global Advisors
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
More Advisors
- David Griffis, CFANaples Global Advisors
- James Davis, CFPNaples Global Advisors
- Andrew Hartline, CFANaples Global Advisors
- Theodore Perry, CFPFarther
- David Johnson, CFPNorthern Trust Securities, INC
- Guy Bassini, CFPTreasure Coast Financial Planning, INC.