Devin Henderson is a registered investment advisor at Fortunate, based in Midway, UT, with 15 years of industry experience. Devin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 319 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Fortunate, LLC refers clients to third-party investment managers. The fee for this referral service and ongoing contact about performance reviews is typically 1% annually, though it may be negotiated lower for less aggressive strategies or other reasons. This fee is paid to Fortunate by the third-party manager, who collects the total fee from your account custodian monthly. The third-party managers typically invest in mutual funds, which have their own operating expenses and management fees.
Location
Midway, UT
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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
Devin works with school teachers utilizing the 403B fixed annuity. He is independently contracted with ING, Great American, and LSW.
Employment History
Current Registrations
Fortunate
Previous Registrations
Allegis Investment Advisors, LLC
Fortunate, LLC
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.