Henney Wealth Management provides investment advice to individuals, high net-worth individuals, trusts, estates, pension and profit-sharing plans, corporations, and partnerships. Henney Wealth Management helps clients define their investment goals and then creates a portfolio to meet those goals. Henney Wealth Management monitors the investments and makes changes when needed. The firm also provides retirement planning analysis, including cash flow modeling and guidance on Social Security strategies.
Assets Under Management$99M
Clients59
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$49M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $7.5M | 1.00% |
| $7.5M - $17.5M | 0.75% |
| $17.5M+ | 0.50% |
Households under $350,000 pay 1.25% of asset value. In exceptional cases, Henney Wealth Management will negotiate alternative fee arrangements.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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