Hendley & Company designs and manages investment portfolios for individuals, high net worth individuals, and institutions. They interview clients to determine their risk tolerance and investment needs, then manage accounts on a discretionary basis. Portfolios include individual stocks, bonds, and mutual funds.
Assets Under Management$450M
Clients305
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$220M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.90% |
| $1.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable. Some clients may pay different amounts based on older fee schedules or relationships with the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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