Henry Benton is a registered investment advisor at Index Technologies Group LLC, based in New York, NY. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43 clients with $180M 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 $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $100.0M | 0.45% |
| $100M+ | 0.25% |
Management fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
10 E. 53rd Street, Suite 1400, New York, NY, 10022
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
Quantum Portfolio Management, LLC
Index Technologies Group LLC
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.