BH
CFP
BH
CFP

Brian Henning

13 Years of Experience
Fernandina Beach, FL
1 DisclosureBroker

Brian Henning is a CFP-designated registered investment advisor at Edward Jones, based in Fernandina Beach, FL, with 13 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24078 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

95766 Amelia Concourse, Fernandina Beach, FL, 32034

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History

Regulatory History (1)
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Criminal
April 1996
Final Disposition
Employment History
Current Registrations
Edward Jones
April 2013 - Present · 13 yrs 6 mos
Edward JonesBroker
March 2013 - Present · 13 yrs 7 mos
State Registrations30 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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