Henry Valle
Henry Valle is a registered investment advisor at Ocean Financial Advisors LLC, based in Miami, FL, with 27 years of industry experience. 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 7 clients with $8.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ocean Financial Advisors (OFA) charges up to 2.0% per year for managing your investments, whether in a discretionary or non-discretionary account. This fee is based on the value of the assets in your account and is charged quarterly. The fee may be negotiable depending on your specific situation. If you end your service before the end of a quarter, you'll be charged a pro-rated fee.
Location
780 NW 42nd Avenue, Suite 500, Miami, FL, 33126
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 →Other Business ActivitiesSells Insurance
Henry works as a financial advisor for Ocean Financial Advisors, LLC, dedicating nearly full-time hours to advisory services. He is also an insurance agent for Ocean Insurance Services, spending a few hours per week on this activity, and owns a real estate holding company passively.
Employment History
Current Registrations
Ocean Financial Advisors LLC
Ocean Financial Services, LLCBroker
Previous Registrations
Efg Capital Advisors INC.
Efg Capital Advisors LLC
Efg Capital InternationalBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations6 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.