Archie Henderson
Archie Henderson is a registered investment advisor at Mutual Advisors, LLC, based in Richmond, TX, with 20 years of industry experience. Archie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 9,473 clients with $8.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual management fee ranges up to 2.00% and is negotiable. Fees can be structured as a flat percentage, tiered schedule, or linear schedule. American Funds accounts range from 0.25% to 1.25%.
Fee Estimator
Location
Richmond, TX
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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 ActivitiesSells Insurance
Archie owns Trey Henderson Insurance, selling mostly term insurance and variable annuities, and dedicates minimal time to it. He also owns A A Trey Henderson III PC as an attorney, spending about 10-20% of his time on this, and owns Trey Henderson Real Estate, but rarely uses the license. Archie is also a committee member for Fort Bend County and a board member for Houston Bank of Commerce & Trust.
Employment History
Current Registrations
Mutual Advisors, LLC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Sws Financial Services, INC.
Sws Financial Services, INC.Broker
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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