Donald Henderson
Donald Henderson is a registered investment advisor at Henderson Capital & Wealth Management, LLC, based in Brownsville, TX, with 22 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 152 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $8.0M | 0.75% |
| $8M+ | 0.75% |
Fees above $8,000,000 are negotiable.
Fee Estimator
Location
2108 Central Blvd, Brownsville, TX, 78520
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Henderson Capital & Wealth Management, LLC
Previous Registrations
A. G. Edwards & Sons, INC.
State Registrations1 state
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.