Herndon Investment Management, LLC (HIM) provides investment management services. HIM creates diversified portfolios based on the client's needs and objectives. The firm integrates fundamental analysis, valuations, and technical analysis to generate long-term returns and manage investment risk. The client's investment profile determines the appropriate asset allocation and is updated annually.
Assets Under Management$38M
Clients44
Advisors1
Avg. per Client$860K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.70% |
| $6M+ | 0.70% |
Fees negotiable for accounts over $6,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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