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Ryshiem Henderson

22 Years of Experience
San Jose, CA
1 DisclosureBroker

Ryshiem Henderson is a registered investment advisor at Strategic Advisers LLC, based in San Jose, CA, with 22 years of industry experience. Ryshiem operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17027 advisors
Number of Clients
2,031,770 clients
Average Client Portfolio
$525K average
Assets Under Management
$1067.7B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.10%
$1.0M - $2.0M0.90%
$2.0M - $5.0M0.70%
$5M+0.50%

Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.

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

San Jose, CA

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History

Regulatory History (1)
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Criminal
October 1997
Final Disposition
Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 2 mos
Fidelity Brokerage Services LLC
June 2024 - Present · 1 yr 11 mos
Fidelity Brokerage Services LLCBroker
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2024 - March 2025 · 8 mos
LPL Financial LLC
December 2022 - April 2024 · 1 yr 4 mos
LPL Financial LLCBroker
December 2022 - April 2024 · 1 yr 4 mos
Cuso Financial Services, L.P.
April 2022 - December 2022 · 8 mos
Cuso Financial Services, L.P.Broker
April 2022 - December 2022 · 8 mos
MML Investors Services, LLC
March 2017 - September 2020 · 3 yrs 6 mos
MML Investors Services, LLCBroker
March 2017 - September 2020 · 3 yrs 6 mos
Msi Financial Services, INC.
July 2013 - March 2017 · 3 yrs 8 mos
Msi Financial Services, INC.Broker
June 2013 - March 2017 · 3 yrs 9 mos
Princor Financial Services Corporation
April 2009 - July 2011 · 2 yrs 3 mos
Princor Financial Services CorporationBroker
March 2009 - July 2011 · 2 yrs 4 mos
Metlife Securities INC.
September 2003 - November 2008 · 5 yrs 2 mos
Metlife Securities INC.Broker
August 2002 - November 2008 · 6 yrs 3 mos
Metropolitan Life Insurance CompanyBroker
August 2002 - July 2007 · 4 yrs 11 mos
Citicorp Investment ServicesBroker
January 2001 - August 2002 · 1 yr 7 mos
American Express Financial Advisors INC.Broker
December 1999 - October 2000 · 10 mos
Ids Life Insurance CompanyBroker
December 1999 - October 2000 · 10 mos
State Registrations2 states
CATX
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.
Ryshiem Henderson - Financial Advisor | TrueAdvisor