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 Investment Management, Retirement Planning. 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 non-negotiable. Discounts apply for certain 501(c)(3) organizations, ministers, and extended family.
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
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
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