Hennion & Walsh Asset Management provides discretionary and non-discretionary investment management services primarily to individuals. The firm offers several programs, including a Portfolio Management Program wrap fee program, a Personalized Unified Managed Account Program that utilizes third-party managers, and an Asset Advisor program. Through these programs, Hennion & Walsh Asset Management helps clients invest in stocks, bonds, exchange-traded funds, mutual funds, and options. The firm also assists with participant-directed retirement plans and serves as a portfolio supervisor for affiliated unit investment trusts. Financial plans are available upon request at no additional cost.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable. Tax-advantaged income strategies have a separate tiered schedule starting at 0.90% down to 0.55%. Other programs include Personalized Unified Managed Account at 2.00% plus manager fees, and Asset Advisor at 2.00%.