Hense Ellis
Hense Ellis is a registered investment advisor at Retirement Plans, LLC, based in Auburn, AL, with 10 years of industry experience. Hense operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3 clients with $1.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
The 1.20% annual fee includes any third-party money manager fees. Fee may be lower.
Fee Estimator
Location
Auburn, AL
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Regulatory History (1)
Regulatory
September 2014Other Business ActivitiesSells Insurance
Hense is a landlord/managing member of Gilmer Hills Holdings, LLC, dedicating a few hours per week to this non-investment related business. He also works as an insurance agent for Retirement Plans, LLC, selling various insurance products, which takes about a quarter of his time.
Employment History
Current Registrations
Retirement Plans, LLC
Previous Registrations
Retirement Plans, LLC
Retirement Plans, LLC
Foundations Investment Advisors LLC
Insight Investments, LLC
Secure Investment Management, LLC
Sagepoint Financial, INC.
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.