Henderson Asset Management manages investment portfolios and provides financial planning services. Henderson Asset Management creates personalized investment policies and manages portfolios based on client objectives. The firm invests in stocks, bonds, mutual funds, and exchange-traded funds (ETFs). Financial planning services are offered for an hourly fee and cover areas like budgeting, retirement planning, and investment analysis.
Assets Under Management$6.8M
Clients20
Advisors1
Avg. per Client$340K
Avg. per Advisor$6.8M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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