Henry Gorecki
Henry Gorecki is a CFP-designated registered investment advisor at Hg Wealth Management, LLC, based in Chicago, IL, with 22 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 20 clients with $30M 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 $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are negotiable. Discounting may occur when aggregating accounts for the same individual or family.
Fee Estimator
Contact
Henry Gorecki
Location
401 N Michigan Ave, Suite 1200, Chicago, IL, 60611
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2011Customer Dispute
February 2008Employment History
Current Registrations
Hg Wealth Management, LLC
Previous Registrations
Murphy Capital Advisors, LLC
UBS Financial Services INC.
Lincoln Financial Advisors Corporation
State Registrations2 states
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
Additional Information
Henry is the owner and founder ofHG Wealth Management LLC. He specializes in financial planning and investment portfolio design. With over 30 years in the financial services industry, Henry has a solid foundation for helping his clients manage their economic concerns and pursue their financial goals. He has been quoted in major publications likeThe Wall Street Journaland has received numerous honors and awards for his work in New York and Chicago.