Earl Hensley
Earl Hensley is a registered investment advisor at Innovation Partners LLC, based in Ashville, NC, with 33 years of industry experience. Earl is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 26 clients with $22M 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 $10K | 3.00% |
| $10K - $25K | 3.00% |
| $25K - $100K | 2.75% |
| $100K - $250K | 2.50% |
| $250K+ | 2.00% |
Maximum annual fee is 3% and fees are negotiable. Third-party investment advisor program fees range separately from 1.40% to 2.20% depending on assets.
Fee Estimator
Location
900 Hendersonville Road, Suite 201-A, Ashville, NC, 28803
Get directionsHistory
Regulatory History (3)
Regulatory
October 1991Regulatory
March 1991Employment Separation After Allegations
February 1990Other Business ActivitiesSells Insurance
Earl is the founder, co-owner, and Vice President of Asset Protection Network, Inc., an insurance agency, spending a few hours per week there. He is also the President of Advisor Moves, LLC, a financial advisor recruiting firm, dedicating about a quarter to half of his time, and a board member of the Alzheimers Association - NC, spending minimal time there.
Employment History
Current Registrations
Innovation Partners LLCBroker
Ip Financial Advisory Services LLC
Innovation Partners LLC
Previous Registrations
Aegis Capital CORP.
Aegis Capital CORP.Broker
Investacorp, INC.Broker
Investacorp Advisory Services INC
LPL Financial LLC
LPL Financial LLCBroker
Invest Financial Corporation
Invest Financial CorporationBroker
Synergy Investment Group, LLCBroker
Usallianz Securities, INC.Broker
Wma Securities, INC.Broker
The Robinson-Humphrey Company INC.Broker
Interstate Securities CorporationBroker
State Registrations45 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.