Johnhenry Hubert
Johnhenry Hubert is a registered investment advisor at Silverlake Wealth Management LLC, based in Williston, VT, with 22 years of industry experience. Johnhenry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 722 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SilverLake Wealth Management charges a percentage of your portfolio's value each quarter, paid in advance. The annual fee ranges from 0.50% to 1.50%, depending on the size and complexity of your account. More complex relationships may be charged a higher fee. Fees are negotiable.
Location
33 Blair Park Road, Suite 100, Williston, VT, 05495
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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
Johnhenry is a sole proprietor of Lion & Panther Financial Group, an independent insurance sales business, since 2001, dedicating about 10-20% of his time. He also owns 50% of real estate property in Rutland, VT, through Hubert Rental Partnership, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
Silverlake Wealth Management LLC
Previous Registrations
Catamount Asset Management LLC
Cadaret Grant & CO INC
Sagepoint Financial, INC.
American General Securities Incorporated
State Registrations1 state
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.