TH
ChFC
TH
ChFC

Todd Henning

13 Years of Experience
Blythewood, SC

Todd Henning is a ChFC-designated registered investment advisor at The Bridge Financial Advisors, based in Blythewood, SC, with 13 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 10 clients with $6.6M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
10 clients
Average Client Portfolio
$660K average
Assets Under Management
$6.6M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.50%
$100K - $500K0.75%
$500K - $1.0M0.50%
$1M+0.50%

Fees are negotiable for accounts over $1,000,001.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Blythewood, SC

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
The Bridge Financial Advisors
July 2012 - Present · 13 yrs 10 mos
Previous Registrations
Borealis Global Advisory
January 2016 - November 2016 · 10 mos
State Registrations1 state
SC
Advisor

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.

Exams
No exam information available for this advisor.