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How does the advisor help clients – Key Takeaways:
HENDERSON ASSET MANAGEMENT, LLC is a financial advisory firm that provides expert guidance and assistance to its clients in managing their assets, achieving their financial goals, and securing their financial future. The firm’s team of financial experts has a wealth of knowledge and experience in the financial industry, and they utilize their expertise to help clients make informed and strategic financial decisions.
Some key takeaways of how HENDERSON ASSET MANAGEMENT, LLC helps its clients include:
- Providing personalized financial advice based on each client’s unique financial goals, risk tolerance, and time horizon
- Offering a diverse range of financial services, including investment management, retirement planning, estate planning, and tax planning
- Working closely with clients to develop a customized financial plan that aligns with their specific needs and objectives
- Regularly reviewing and monitoring clients’ investment portfolios to ensure they remain aligned with their financial goals and risk tolerance
- Providing ongoing support and guidance to clients, offering financial education and resources to help them make well-informed financial decisions
Facts and Insights:
As of 2020, HENDERSON ASSET MANAGEMENT, LLC manages over $500 million in assets for its clients. The firm also has 15 financial advisors who have an average of 10 years of experience in the industry. HENDERSON ASSET MANAGEMENT, LLC has been in business for 20 years and has a strong track record of helping clients achieve their financial goals.
Insights into the firm’s investment approach include a focus on diversification and risk management. The firm believes in creating well-balanced investment portfolios that can weather market fluctuations and help clients achieve long-term financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2020 | $500 million | 15 |
| 2019 | $450 million | 14 |
| 2018 | $400 million | 13 |
Financial Services Offered:
HENDERSON ASSET MANAGEMENT, LLC provides a comprehensive range of financial services to address the diverse needs of their clients. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Education planning
- Insurance planning
- Charitable giving
- And more
The firm’s team of financial advisors work closely with each client to understand their specific needs and goals, and develop a personalized financial plan that addresses those needs and helps them achieve their objectives.
Client Types:
HENDERSON ASSET MANAGEMENT, LLC serves a diverse range of clients, including individuals, families, small business owners, and high net worth individuals. The firm’s financial advisors have the expertise and resources to assist clients from all walks of life, regardless of their financial situation.
Fees & Compensation:
HENDERSON ASSET MANAGEMENT, LLC charges a fee based on a percentage of assets under management. This fee structure aligns the firm’s interests with those of its clients and encourages a focus on long-term, sustainable growth. The firm is committed to transparency and fully discloses all fees and compensation to clients.
Background:
HENDERSON ASSET MANAGEMENT, LLC was founded in 2000 with the goal of providing top-notch financial advisory services to clients in need of expert guidance and support. The firm’s team of advisors has decades of combined experience, and they continue to uphold the firm’s founding principles of integrity, transparency, and client-centric approach in all aspects of their work.
Financial Advisor Disclosures to Know:
It is important for clients to be aware of any potential conflicts of interest or legal disclosures when working with a financial advisor. HENDERSON ASSET