RH
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Robert Hensel
21 Years of Experience
Houston, TX
1 Disclosure
Robert Hensel is a registered investment advisor at Hensel Capital Management, based in Houston, TX, with 21 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 13 clients with $5.3M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
13 clients
Average Client Portfolio
$409K average
Assets Under Management
$5.3M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$80
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.90% |
Fees are negotiable for accounts over $1,000,000. Accounts under $100,000 are subject to a $20 per quarter minimum charge. Advice on employer-sponsored retirement accounts is subject to a $1,000 annual charge.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Houston, TX
Get directionsHistory
Regulatory History (1)
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Regulatory
March 1996Final
Employment History
Current Registrations
Hensel Capital Management
July 2004 - Present · 21 yrs 10 mos
State Registrations2 states
TNTX
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.