Jonathan Henderson
Jonathan Henderson is a registered investment advisor at Sage Investment Counsel, based in Franklin, TN, with 19 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 79 clients with $160M 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 | 1.50% |
Maximum annual fixed fee of 1.5% of assets under management. Fees are negotiable.
Fee Estimator
Location
142 5th Avenue North, Suite A, Franklin, TN, 37064
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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
Jonathan works as an insurance broker selling various insurance products, including life, annuities, LTC, DI, property & casualty, health, and group benefits, dedicating about a quarter of his time. He also provides legal services as an attorney, spending a few hours per week on this activity.
Employment History
Current Registrations
Sage Investment Counsel
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Signator Investors, INC.Broker
Signator Investors, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 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.