JH
CFP
JH
CFP

Janice Henderson

30 Years of Experience
Glen Echo, MD
BrokerSells Insurance

Janice Henderson is a CFP-designated registered investment advisor at Law & Associates INC, based in Glen Echo, MD, with 30 years of industry experience. Janice operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 261 clients with $300M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
261 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$304.6M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)

Law & Associates manages investments through various programs offered by Raymond James & Associates. The maximum advisory fee for all accounts is 2.25%, but Law & Associates has the discretion to discount fees. Fees are paid quarterly in advance, based on the account value at the end of the previous quarter. There are minimum investment requirements for some accounts, such as $25,000 for Ambassador and Freedom accounts, and $100,000 to $300,000 for other programs. Clients may also incur charges for other account services not directly related to the execution and clearing of transactions.

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Location

6111 Tulane Ave, Glen Echo, MD, 20812-1205

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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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Other Business ActivitiesSells Insurance

Janice owns 6111 Tulane Avenue LLC, a single-member LLC holding the office building rented by Law & Associates, Inc. She is also an advisor at Law & Associates, Inc., dedicating about half her time to wealth management and financial planning, and receives commissions and trails from long-term care and life insurance policies through The Mohican Company.

Employment History
Current Registrations
Law & Associates INC
November 2019 - Present · 6 yrs 6 mos
Raymond James Financial Services, INC.Broker
May 1995 - Present · 31 yrs
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - February 2021 · 12 yrs 1 mo
Raymond James Financial Services
May 1999 - January 2009 · 9 yrs 8 mos
State Registrations34 states
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AdvisorBrokerBoth

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.
Janice Henderson - Financial Advisor | TrueAdvisor