Hendricks Wealth and Estate Management offers investment advice and financial planning to individuals and other client types. They provide comprehensive portfolio management, which includes asset management and financial planning. They also offer standalone financial planning and consulting services covering various areas like retirement, estate, and tax planning. The firm also provides retirement plan consulting services to employer plan sponsors.
Assets Under Management$410M
Clients852
Advisors6
Avg. per Client$480K
Avg. per Advisor$69M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee charged for Comprehensive Portfolio Management services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...