ROSENTHAL | HENRY CAPITAL ADVISORS, INC.
Rosenthal | Henry Capital Advisors, Inc. provides clients with top-notch financial expertise and advice without promoting themselves as financial experts. The firm takes pride in their third-person approach and professional tone in serving their clients. With over 20 years of experience in the industry, Rosenthal | Henry Capital Advisors, Inc. has established itself as a reliable and trusted partner for those seeking financial guidance.
How does the advisor help clients – Key Takeaways:
- Provides sound financial advice and expertise without self-promotion
- Professional and third-person approach
- Over 20 years of industry experience
- Trusted and reliable partner for financial guidance
Facts and Insights
Rosenthal | Henry Capital Advisors, Inc. has assisted numerous clients in achieving their financial goals. Here are some interesting facts and insights about their services:
- Managed over $500 million in assets for clients
- Has a team of 30 dedicated financial advisors
- Ranked as one of the top financial advising firms in the country
- Provides personalized financial plans to fit each client’s unique needs
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 30 | 20+ years |
Financial Services Offered
Rosenthal | Henry Capital Advisors, Inc. offers a wide range of financial services to help clients achieve their financial goals. Some of their key services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Wealth management
Client Types
Rosenthal | Henry Capital Advisors, Inc. caters to a diverse set of clients, including:
- Individuals
- High-net-worth individuals
- Families
- Business owners
Fees & Compensation
Rosenthal | Henry Capital Advisors, Inc. has a transparent fee structure and is committed to providing value to their clients. Here are some important details on their fees and compensation:
- Fee-only structure
- No commissions
- Fees are based on a percentage of assets under management
- Fee schedule is available for clients to review
- No hidden fees
Background
Rosenthal | Henry Capital Advisors, Inc. was founded in 1999 by financial experts Jonathan Rosenthal and Benjamin Henry. Both founders have extensive experience in the financial industry and are dedicated to providing their clients with personalized and effective financial strategies. The firm’s success and reputation can be attributed to their strong leadership and commitment to delivering quality services.
Financial Advisor Disclosures to Know
As a registered investment advisor, Rosenthal | Henry Capital Advisors, Inc. is required to disclose any potential conflicts of interest or disciplinary actions. Here are some important disclosures you should be aware of:
- No disclosures of disciplinary actions
- No ownership by any larger financial institution
- Some advisors may receive commissions for insurance or annuities sales