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Paul Hendricks

19 Years of Experience
Charlottesville, VA

Paul Hendricks is a registered investment advisor at Laird - Altman Holdings LLC, based in Charlottesville, VA, with 19 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 30 clients with $19M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
30 clients
Average Client Portfolio
$630K average
Assets Under Management
$18.9M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+1.00%

Fees negotiable on amounts greater than $1 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Charlottesville, VA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Laird - Altman Holdings LLC
May 2006 - Present · 20 yrs
State Registrations1 state
VA
Advisor

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Exams
No exam information available for this advisor.