The Hendrickson Advisory Group provides investment advice and financial planning to individuals, high-net-worth individuals, businesses, and retirement plans. For investment management, they often use third-party managers through a program with SEI Private Trust Company. They offer project-based and ongoing financial planning covering areas like retirement, taxes, and estate planning. The firm manages client accounts on a non-discretionary basis, meaning they need your approval before making any trades.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.80% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.30% |
Fees for managing concentrated stock positions will range from .30% to .50% as negotiated with the client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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