Henley Advisors, LLC is a registered investment advisor based in Lakeland, Florida, providing personalized investment management and financial planning services. The firm builds customized investment portfolios based on each client's goals, time horizon, and risk tolerance, using fundamental, technical, and cyclical analysis. Henley Advisors also offers asset management through third-party platforms and provides complimentary financial planning to its investment management clients covering areas such as retirement, risk management, and estate conservation. Clients can also access insurance products through an affiliated company, Henley Financial Group, LLC. The firm operates with a legal obligation to act in your best interest and does not require a minimum investment to open an account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.30% |
| $100K - $250K | 1.20% |
| $250K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.45% |
Fees may be negotiable, and accounts within the same household may be combined for a reduced fee. Solo 401k accounts have a separate lower fee schedule.