C.W. Henderson & Associates Review


Trust Score 96%
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C.W. Henderson & Associates, federally registered in 1991, is a Registered Investment Advisor (RIA) in 38 state(s) with a licensed staff of 7 advisors. C.W. Henderson & Associates manages $3.2 billion and provides investment advisory services for 1,057 clients (1:151 advisor/client ratio).

C.W. Henderson & Associates requires a $1,000,000 minimum investment and charges a blended rate between 0.50% and 0.25% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm has been federally registered for 28 years

Considerations


  • There is only one licensed advisor for every 151 clients (industry average 1:50)
  • Communications sent to the firm’s website are not secure and encrypted
  • Custodian is unknown

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $1,000,000
Minimum Annual Fee $0
Average Account AUM $2,982,708
Hybrid Advisor No
Disciplinary History No
Total AUM $3.2 billion
Advisor / Client Ratio 1:151
Headquarters Chicago, IL
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$1,000,000 to $4,999,999 0.50%
$5,000,000 to $14,999,999 0.38%
$15,000,000 to $99,999,999 0.30%
$100,000,000+ 0.25%


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