JH
CFP
JH
CFP

Joseph Henderson

19 Years of Experience
Livonia, MI
1 Disclosure

Joseph Henderson is a CFP-designated registered investment advisor at Johnson Investment Counsel, INC., based in Livonia, MI, with 19 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,470 clients with $23B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
5,470 clients
Average Client Portfolio
$4.2M average
Assets Under Management
$23.0B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.80%
$5M+0.50%

Some clients with established relationships prior to April 15, 2026, as well as certain institutional accounts and family office accounts, may be subject to a different fee schedule. Fees may be negotiated in limited circumstances for fixed-fee asset management.

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

39209 Six Mile Rd., Suite 201, Livonia, MI, 48152

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History

Regulatory History (1)
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Customer Dispute
November 2012
Closed-No Action
Employment History
Current Registrations
Johnson Investment Counsel, INC.
June 2019 - Present · 7 yrs 4 mos
Previous Registrations
Vintage Financial Services LLC
June 2010 - May 2019 · 8 yrs 11 mos
Signator Investors, INC.
January 2003 - May 2006 · 3 yrs 4 mos
State Registrations2 states
MITX
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.
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