Henssler Financial

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Henssler Financial's driving philosophy is to Live Ready by approaching life as unpredictable and seeing change as a certainty. They plan with flexibility and vigilantly monitor all of life’s transitions and complexities. For businesses, Henssler is there with a 360-degree transparent view of the financial picture. From tax to cash flow, to employee services and insurance, their team of experts communicates across channels. For individuals, Henssler is passionately committed to their relationships, getting to know their clients on a deeper level. This structure allows them the clarity to offer sound, actionable direction resulting in the peace of mind that comes from being ready.

Managed Investing

Trust Score

Annual Management Fee Percent
$0.00 to $500,000 1.25%
$500,001.00 to $1,000,000 1.10%
$1,000,001.00 to $2,000,000 1.00%
$2,000,001.00 to $3,000,000 0.90%
$3,000,001.00+ Negotiable
Estimated Fees (Annual) $1,250 on a $100,000 portfolio
Feature Value
Annual Management Fee Details None
Minimum Investment $0
Minimum Annual Fee $6,250
Average Account AUM $1,235,555
Broker-Dealer No
Criminal Actions No
Offers Financial Planning Yes
Offers Portfolio Management Yes
Total AUM $1.24 Billion

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