Steven Henderson is a CFA-designated registered investment advisor at Heritage Wealth Advisors, based in Richmond, VA, with 3 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 424 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fee is negotiable at Heritage's discretion based on various factors including amount of assets, portfolio composition, scope of engagement, and prior relationships.
Fee Estimator
Location
919 East Main Street, Suite 950, Richmond, VA, 23219
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Heritage Wealth Advisors
State Registrations1 state
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