Henderson Financial Group (HFG) offers wealth management (investment management and financial planning), stand-alone financial planning, and stand-alone investment management. HFG may use third-party professionals for investment management, financial planning, or other back-office functions. HFG also has advisors with insurance backgrounds and offers insurance products, preferring non-commission-based options when available. Clients are not obligated to purchase insurance through HFG.
Assets Under Management$130M
Clients226
Advisors3
Avg. per Client$580K
Avg. per Advisor$43M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Fees are negotiable. For clients with complex factors, HFG may include a complexity fee ranging from $0 to $50,000 in addition to the AUM fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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