Joseph Hendrickson is a CFP-designated registered investment advisor at PCM Encore, LLC, based in Folsom, CA. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 167 clients with $1.9B 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.15% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100.0M - $250.0M | 0.25% |
| $250M+ | 0.20% |
Fees are negotiable based on criteria such as anticipated future assets, account composition, and pre-existing relationships. Morgan Stanley client accounts are assessed a 10 basis point relationship partnership fee.
Fee Estimator
Location
Folsom, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
PCM Encore, LLC
State Registrations1 state
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Exams
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