Brian Henderson is a CFA-designated registered investment advisor at Telegraph Equity Partners Limited, based in Carmel, IN, with 11 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 13 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Telegraph Equity Partners charges an annual fee based on the value of your portfolio, ranging from 1.0% to 2.0%. This fee is negotiable, and you can cancel the agreement within five business days for a full refund. After that, you can cancel with 30 days' written notice. Fees are deducted from your account quarterly, in advance.
Location
10401 North Meridian St., Suite 202, Carmel, IN, 46290
Get directionsHistory
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
Brian Henderson is a managing director for Highgrove Development and President of Glencoe Capital Partners. These real estate-related activities are not investment-related and take about 10-20% of Brian's time.
Employment History
Current Registrations
Telegraph Equity Partners Limited
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.