Eric Henderson is a CFA, CFP-designated registered investment advisor at East Horizon Investments, based in Cambridge, MA, with 14 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 35 clients with $64M 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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable under extraordinary circumstances.
Fee Estimator
Contact
Eric Henderson
Location
One Broadway, 14th Floor, Cambridge, MA, 02142
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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 Activities
Eric owns and operates commercial real estate through Banyan Land, LLC, established in 2003. He dedicates minimal time to these operations, approximately one hour per month.
Employment History
Current Registrations
East Horizon Investments
Previous Registrations
Plum Pointe Wealth Management, LTD
State Registrations3 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.
Exams
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