Henssler Financial Review


Henssler Financial, founded in 1990, is a Registered Investment Advisor (RIA) in 14 state(s) with a licensed staff of 18 advisors. Henssler Financial manages $1.47 billion and provides investment advisory services for 904 clients (1:51 advisor/client ratio).

Henssler Financial requires a $500,000 minimum investment and charges 1.25% and below (negotiable) for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm has $1B or more in assets under management
  • Been in business 27 years
  • No disciplinary history
  • Uses a trusted custodian
  • Firm has a high advisor to client ratio

Considerations


  • Firm serves fewer than 1,000 clients
  • Communications sent to the firm’s website are not secure and encrypted
  • Firm accepts performance-based fees and may be incentivized to take inappropriate risks to beat their performance benchmark
  • Firm performs side-by-side management with accounts that have differing fee structures. Investment Advisors may be incentivized to favor clients that pay higher fees over others
  • Firm also practices as a law firm or is affiliated with one. When acting in this dual-capacity, advisors may be incentivized to implement plans as an attorney that would drive higher commissions for themselves as investment advisors

Managed Investing


Expand fee details
Trust Score
78
info_outline

Annual Management Fee Percent
$0 to $500,000 1.25%
$500,001 to $1,000,000 1.10%
$1,000,001 to $2,000,000 1.00%
$2,000,001 to $3,000,000 0.90%
$3,000,001+ Negotiable
Feature Value
Estimated Fees (Annual) $6,250 on a $500,000 portfolio
Annual Management Fee Details None
Minimum Investment $500,000
Minimum Annual Fee $6,250
Average Account AUM $1,623,485
Broker-Dealer Hybrid No
Disciplinary History No
Total AUM $1.47 billion
Advisor / Client Ratio 1:51


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