IH
IH

Ingrid Hendershot

31 Years of Experience
Centreville, VA

Ingrid Hendershot is a registered investment advisor at Hendershot Investments, INC., based in Centreville, VA, with 31 years of industry experience. Ingrid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 517 clients with $980M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
517 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$984.7M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2M+0.50%

Fees are negotiable and may be offered at a fixed rate in limited circumstances.

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

Centreville, VA

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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
Hendershot Investments, INC.
September 1994 - Present · 31 yrs 8 mos
State Registrations2 states
TXVA
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.