Henley & Company Wealth Management provides investment advice and portfolio management services. Henley Wealth offers a wrap fee program that bundles advisory and brokerage services for an inclusive fee. Henley Wealth assists clients with identifying investment objectives through a risk profile questionnaire and reviews client accounts at least annually. Financial planning is included as part of the portfolio management services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $500K | 1.75% |
| $500K+ | 1.25% |
The above wrap-fee includes all advisory and brokerage costs (including transaction costs), quarterly performance reports, and third party custodial fees. Certain clients may have different fees than those stated above. Depending on the relationship, certain clients may pay ticket charges imposed by Pershing, LLC, the account custodian, for transactions in accounts while ticket charges are not imposed on other clients.