Hendershot Investments offers investment management services tailored to individual client needs. They manage portfolios with discretion, meaning they can make trades without asking you first, based on your goals and risk tolerance. Hendershot Investments also provides financial planning services alongside investment management, including reviews of your net worth, retirement planning, and education funding. They do not sell commissioned products and are legally required to act in your best interest.
Assets Under Management$980M
Clients517
Advisors4
Avg. per Client$1.9M
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are negotiable and may be offered at a fixed rate in limited circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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