Tenesha Hartgrove
Tenesha Hartgrove is a CFP-designated registered investment advisor at Lincoln Douglas Investments, LLC, based in Mt. Vernon, OH, with 7 years of industry experience. Tenesha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 124 clients with $98M 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 $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
Fees are negotiable on a case-by-case basis. There is a $90 annual minimum fee. LDI advisor programs also have a $15 charge per transaction.
Fee Estimator
Location
1051 Newark Rd, Mt. Vernon, OH, 43050
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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 →Other Business Activities
Tenesha is involved in several outside business activities. She owns rental real estate, provides accounting services for small businesses (about half her time), and offers tax preparation services through Ron Lykins CPA's (about a quarter of her time) and Intuit (about 10-20% of her time).
Employment History
Current Registrations
Lincoln Douglas Investments, LLC
Lincoln Douglas Investments, LLCBroker
Previous Registrations
Bisys Fund Services Limited PartnershipBroker
The Huntington Investment CompanyBroker
State Registrations2 states
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