Charles Hendrickson
Charles Hendrickson is a ChFC-designated registered investment advisor at The Hendrickson Advisory Group, INC., based in Columbus, OH, with 21 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.80% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.30% |
Fees for managing concentrated stock positions will range from .30% to .50% as negotiated with the client.
Fee Estimator
Location
4700 Reed Road, Suite I, Columbus, OH, 43220
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2004Other Business ActivitiesSells Insurance
Charles owns two incorporated insurance agencies: Hendrickson & Hendrickson, Inc. and Life Settlement Agency, Inc.
Employment History
Current Registrations
The Hendrickson Advisory Group, INC.
State Registrations3 states
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.