HW
HW

Henry Wildhack

4 Years of Experience
Syracuse, NY

Henry Wildhack is a registered investment advisor at Armory Capital Management, LLC, based in Syracuse, NY, with 4 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 95 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
95 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$167.1M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.80%
$5.0M - $10.0M0.60%
$10M+0.40%

Fees are negotiable. ACM’s fee schedule for Qualified Retirement Plans: • First $3,000,000 in Assets 0.60% • Next $5,000,000 0.50% • Above $8,000,000 0.40%

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

110 West Fayette Street, Suite 900, Syracuse, NY, 13202

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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.

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Employment History
Current Registrations
Armory Capital Management, LLC
August 2021 - Present · 4 yrs 9 mos
State Registrations1 state
NY
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.