Hensel Capital Management focuses on actively managing investment portfolios for individuals. Hensel does not actively solicit new clients. The firm works to understand a client's risk tolerance and objectives to develop an asset allocation model. Hensel has the authority to make investment decisions for clients, selecting publicly traded securities like stocks, bonds, and mutual funds.
Assets Under Management$5.3M
Clients13
Advisors1
Avg. per Client$410K
Avg. per Advisor$5.3M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$80
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.90% |
Fees are negotiable for accounts over $1,000,000. Accounts under $100,000 are subject to a $20 per quarter minimum charge. Advice on employer-sponsored retirement accounts is subject to a $1,000 annual charge.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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