Henson-Edgewater Management, LLC is a registered investment advisor that manages client cases individually. They utilize a five-phase Life Planning process to assist clients in making successful decisions. This process involves detailed information gathering, life planning questionnaires, goal setting, evaluation of current plans, recommendations, implementation, and ongoing updates. They also manage individually tailored investment portfolios based on clients' individual needs and objectives.
Assets Under Management$180M
Clients459
Advisors2
Avg. per Client$390K
Avg. per Advisor$90M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual wealth management fee is a flat fee of 1.50%, as agreed upon in the client contract. The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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