Henington Group RIA offers ongoing portfolio management services based on your individual goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client, which outlines your current financial situation and risk tolerance. Henington Group RIA may also recommend that clients use other investment advisors to manage some or all of their assets.
Assets Under Management$34M
Clients29
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$34M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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