Hennessey Stuart is a registered investment advisor at Captrust, based in Raleigh, NC, with 2 years of industry experience. Hennessey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B 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 $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
4208 Six Forks Road, Suite 1700, Raleigh, NC, 27609
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 ActivitiesSells Insurance
Hennessey provides commentary for NC State's home swim meets, dedicating nearly full-time hours. He also works as a financial advisor for Virginia Asset Management LLC and sells fixed insurance products, dedicating a few hours per week to the latter.
Employment History
Current Registrations
Captrust
Previous Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
American Trust Investment Services, INC.Broker
State Registrations1 state
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