Henderson Capital & Wealth Management, LLC provides investment management services based on individual client goals. They also offer investment consulting and financial planning services. Clients can hire Henderson Capital & Wealth Management to manage investments with or without the firm needing permission for each trade. They primarily invest in stocks, bonds, mutual funds, and exchange traded funds.
Assets Under Management$27M
Clients152
Advisors1
Avg. per Client$170K
Avg. per Advisor$27M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $8.0M | 0.75% |
| $8M+ | 0.75% |
Fees above $8,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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