Henry Reed is a registered investment advisor at Pwjohnson Wealth & Legacy, LLC, based in Los Altos, CA, with 4 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, Investment Management, and 2 more. Their firm serves 60 clients with $64M 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 - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Subject to a minimum annual fee of $6,250 (paid in quarterly installments).
Fee Estimator
Location
2051 Grant Road, Suite 240, Los Altos, CA, 94024-6913
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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 →Employment History
Current Registrations
Pwjohnson Wealth & Legacy, LLC
Previous Registrations
Griffin Black, LLC
Silicon Valley Capital Partners, L.P.
Assetmark, INC.
Pwjohnson Wealth & Legacy, LLC
Oneascent Financial Services LLC
State Registrations1 state
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