Chad Henderson is a registered investment advisor at Stonex Advisors INC., based in Medina, OH, with 2 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
Location
3575 Reserve Commons Dr, Suite 100, Medina, OH, 44256
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chad is the owner of RRCC Partners LLC, an entity used for accounting purposes for Henderson Financial Services, dedicating about 10-20% of his time. He also owns BHKH Properties LLC, which owns the office space for his financial services business, spending minimal time paying bills.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
State Registrations5 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.