Henry Habgood is a registered investment advisor at Washburn Capital Management INC., based in Vero Beach, FL, with 6 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 188 clients with $250M 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 $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Location
70 Royal Palm Pointe, Suite C, Vero Beach, FL, 32960
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2025Other Business Activities
Henry is the treasurer for Pickleball University, responsible for reviewing the budget and projecting expenses/capital improvements. This activity requires minimal time and is not investment related.
Employment History
Current Registrations
Washburn Capital Management INC.
Previous Registrations
Coastal Bridge Advisors
Hillview Capital Advisors, LLC
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.