Daniel Henning is a CFP-designated registered investment advisor at Hc Advisors LLC, based in Sandy Springs, GA, with 22 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 206 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HC Advisors manages investment portfolios for a fee based on the value of your portfolio. The maximum fee is 1.5% per year, billed quarterly in advance. Some clients may pay a negotiated flat fee, ranging from $100 to $25,000 per quarter, depending on the complexity of their account and the time required to manage it. Fees may be negotiable, and accounts of members of the same household may be aggregated to potentially reduce the advisory fee.
Location
750 Hammond Drive, Building 1, Suite 200, Sandy Springs, GA, 30328
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2005Customer Dispute
January 2004Other Business Activities
Daniel is a senior partner at Henning Dowdy & Jones LLC, an accounting firm. The time Daniel spends on accounting activities varies.
Employment History
Current Registrations
Hc Advisors LLC
Previous Registrations
Pfm Capital Management LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.