Diana Henderson
Diana Henderson is a registered investment advisor at Henderson Asset Management, LLC, based in Bend, OR, with 16 years of industry experience. Diana 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 20 clients with $6.8M 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 $1.0M | 1.00% |
| $1M+ | 0.75% |
Fee Estimator
Location
2900 NW Clearwater Drive, Ste 100, Bend, OR, 97703
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Diana provides life, health, and long-term care insurance to clients through Diana Anita Henderson DBA Eastern Pacific Insurance, which she owns. This activity takes about full-time hours.
Employment History
Current Registrations
Henderson Asset Management, LLC
Previous Registrations
Ing Financial Partners, 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.