Hollina Wadsworth
Hollina Wadsworth is a CFP-designated registered investment advisor at Hendershott Wealth Management, LLC, based in Fishers, IN, with 3 years of industry experience. Hollina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 158 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Minimum initial investment of $1,500,000 (may be negotiable in certain situations). Clients with as little as $100,000 may apply for eligibility to our Ignite Investing® service. This program offers our Ignite portfolio to select investors. Application fee for this program is $199 - $299.
Fee Estimator
Location
11 Municipal Drive, Ste 200 Pmb 1018, Fishers, IN, 46038
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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 →Employment History
Current Registrations
Hendershott Wealth Management, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations2 states
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