Henderson Brothers Financial Partners (HBFP) provides investment advice and financial planning. HBFP offers retirement plan consulting for employer plans, asset management for individuals, and financial planning services. HBFP also provides access to third-party investment advisors. Some advisors are registered representatives of LPL Financial and may earn commissions.
Assets Under Management$330M
Clients952
Advisors19
Avg. per Client$340K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.90% |
| $1.5M+ | 0.80% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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