How does the advisor help clients – Key Takeaways:
HENDERSHOT INVESTMENTS, INC. is a financial services firm that specializes in providing expert investment advice to a wide range of clients. With a team of experienced advisors and a strong track record of successful investments, HENDERSHOT INVESTMENTS, INC. is committed to helping individuals and businesses achieve their financial goals.
HENDERSHOT INVESTMENTS, INC. offers a variety of financial services to its clients, including portfolio management, retirement planning, and tax planning. The firm’s advisors work closely with each client to understand their unique financial needs and develop tailored investment strategies that align with their goals and risk tolerance. By providing personalized and transparent advice, the firm aims to help clients make informed decisions and achieve financial security.
Facts and Insights
Established in 2005, HENDERSHOT INVESTMENTS, INC. has over 15 years of experience in the financial industry. The firm has a team of 10 advisors and manages over $500 million in assets under management. These numbers demonstrate the firm’s expertise and ability to handle complex financial situations.
With a focus on building long-term relationships with clients, HENDERSHOT INVESTMENTS, INC. prides itself on its strong client retention rate. This is a testament to the firm’s commitment to providing high-quality advice and delivering results for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
- Portfolio management
- Retirement planning
- Tax planning
- Estate planning
- Education planning
Client Types
HENDERSHOT INVESTMENTS, INC. serves a diverse client base, including individuals, families, small businesses, and corporations. The firm’s experienced advisors have the expertise to work with clients from a variety of backgrounds and financial situations.
Fees & Compensation
HENDERSHOT INVESTMENTS, INC. follows a fee-based compensation model, which means that the firm charges a percentage of assets under management as its fee. This aligns the firm’s interests with its clients and incentivizes the advisors to help clients maximize their investments.
The firm is transparent about its fees and discloses them to clients upfront. The fees may vary depending on the services provided and the size of the portfolio, but the firm aims to provide competitive rates in the market.
Background
HENDERSHOT INVESTMENTS, INC. was founded by John Hendershot, a financial expert with over 25 years of experience in the industry. John’s expertise and knowledge have been instrumental in the firm’s success and have helped the firm build a strong reputation in the financial services industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, HENDERSHOT INVESTMENTS, INC. is required to disclose certain information to clients, including any conflicts of interest or potential risks associated with their investments. The firm takes its fiduciary duty seriously and strives to act in the best interest of its clients at all times, making such disclosures essential for transparency and trust.
In addition, the firm regularly evaluates its advisors and ensures they are in compliance with all regulatory requirements. This ensures that clients receive high-quality advice and their investments are managed with care and diligence.