Stephanie Davis
Stephanie Davis is a registered investment advisor at Henderson Financial Group LLC, based in Virginia Beach, VA, with 16 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 226 clients with $130M 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 | 1.35% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Fees are negotiable. For clients with complex factors, HFG may include a complexity fee ranging from $0 to $50,000 in addition to the AUM fee.
Fee Estimator
Location
One Columbus Center, Ste. 540, Virginia Beach, VA, 23462
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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
Stephanie operates Henderson Financial Group as a DBA for her LPL business since 2019. She is also a notary in the state of Virginia.
Employment History
Current Registrations
Henderson Financial Group LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
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.