Henssler Financial Review


Trust Score 78%
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Henssler Financial, federally registered in 1990, is a Registered Investment Advisor (RIA) in 14 state(s) with a licensed staff of 18 advisors. Henssler Financial manages $1 billion and provides investment advisory services for 904 clients (1:51 advisor/client ratio).

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

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 51 clients (industry average 1:50)

Considerations


  • Firm serves fewer than 1,000 clients
  • Communications sent to the firm’s website are not secure and encrypted
  • Firm actively engages in insurance sales and may be incentivized to insure clients with products that generate high sales commissions when lower cost alternatives may exist

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on a $100,000 portfolio
Annual Management Fee Notes 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 billion
Advisor / Client Ratio 1:51
Headquarters Kennesaw, GA
SEC Filings Forms and Brochures


Annual Fee Ranges 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


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