Lon Henderson is a registered investment advisor at Soltis Investment Advisors, LLC, based in St. George, UT, with 32 years of industry experience. Lon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 4,499 clients with $8.4B 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 | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees may vary and can be negotiated on an individual basis. For certain qualified accounts, performance-based fees may be offered.
Fee Estimator
Location
20 North Main, Suite 400, St. George, UT, 84770
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lon is a general partner at Wingate Capital Partners LC and manager at Wingate Private Equity Fund LP since 2003. He is also a partner in Smith & Henderson Inc (since 1993), S & H Holdings LC (since 1994), Stone Cliff LC (since 1992), and Horizon Homes LC (since 1997), and a Shareholder and Board of Director at BILT, dedicating minimal time to these activities.
Employment History
Current Registrations
Soltis Investment Advisors, LLC
Previous Registrations
Soltis Investment Advisors, LLC
Soltis Investment Advisors, INC.
State Registrations1 state
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