Randolph Henderson,
Randolph Henderson, is a CFP, ChFC-designated registered investment advisor at Henderson Financial Group LLC, based in Virginia Beach, VA, with 19 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
Get directionsHistory
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
Randolph operates his LPL business through Henderson Financial Group and engages in non-variable insurance activities. He also works as a notary, provides tax preparation/accounting services for a few hours per week, and manages rental property, dedicating minimal time to it.
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
State Registrations3 states
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