Hennessy Financial Services is a registered investment advisor operating as a sole proprietorship based in Medford, Massachusetts, led by founder Brian G. Hennessy. The firm specializes in discretionary portfolio management, tailoring investment strategies to meet each client's individual risk tolerance and objectives. Hennessy Financial Services primarily builds portfolios using equity securities, corporate debt securities, and mutual fund shares, utilizing fundamental, technical, and cyclical analysis alongside long-term and short-term purchase strategies. The firm is legally required to act in your best interest as a fiduciary when providing investment advice. In addition to managing client accounts, the sole owner is also associated with Stage Harbor Financial, LLC and may occasionally recommend their services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Legacy clients are grandfathered into a flat annual rate of 0.75%. Family member accounts living in the same household may be combined to determine breakpoints.