Brad Hennebert
Brad Hennebert is a CFP-designated registered investment advisor at Tcp Asset Management, LLC, based in Weaterville, OH, with 2 years of industry experience. Brad is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 2,221 clients with $1.2B 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 | 2.00% |
Maximum annual fee is 2.00% for all assets. Fees are generally negotiable. Additional fees apply for specific third-party models or sub-advised portfolios (e.g., 0.15% to 0.40%).
Fee Estimator
Location
259 N State St, Weaterville, OH, 43081
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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 →Other Business ActivitiesSells Insurance
Brad is a partner at Premier Tax CPAs, focusing on tax preparation, accounting, and bookkeeping since 2003. He also owns Real Wealth Advisors and Westerville Real Holdings, both involved in real estate sales, rental properties, and property management, and is an agent for non-variable insurance.
Employment History
Current Registrations
Tcp Asset Management, LLC
United Planners' Financial Services of America a Limited PartnerBroker
State Registrations4 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.