Tyler Leiphart
Tyler Leiphart is a registered investment advisor at Henderson Financial Group LLC, based in Virginia Beach, VA, with 11 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
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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 →Employment History
Current Registrations
Henderson Financial Group LLC
Previous Registrations
Rkl Private Wealth
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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