William Henderly is a CFA-designated registered investment advisor at Nvest Wealth Strategies, INC., based in Powell, OH, with 26 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 187 clients with $240M 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 $500K | 1.00% |
| $500K - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $6.0M | 0.40% |
| $6M+ | 0.20% |
Fees are not negotiable. Public charitable or church related 501(c)(3) organizations, ministers, and Nvest extended family may incur a discounted annual fee, charged quarterly at 50% of the tiered rates. Nvest employees and immediate family do not incur investment management fees.
Fee Estimator
Location
Powell, OH
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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
Nvest Wealth Strategies, INC.
Previous Registrations
Professional Planning Consultants INC
State Registrations1 state
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