Hendershott Wealth Management provides personalized investment advice and financial planning services. They offer portfolio management, including the Ignite Investing® service for smaller accounts. They may also recommend third-party asset managers. Financial planning services range from comprehensive plans to single-subject consultations. Hendershott Wealth Management also offers financial coaching services.
Assets Under Management$310M
Clients158
Advisors6
Avg. per Client$1.9M
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$1.5M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Minimum initial investment of $1,500,000 (may be negotiable in certain situations). Clients with as little as $100,000 may apply for eligibility to our Ignite Investing® service. This program offers our Ignite portfolio to select investors. Application fee for this program is $199 - $299.
Fee Estimator
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Estimated Annual Fee
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