Robert Henderson is a CFP-designated registered investment advisor at Lansdowne Wealth Management, LLC, based in Mystic, CT, with 19 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 427 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lansdowne Wealth Management offers investment management services. The annual fee is a percentage of the total value of your portfolio. For one type of account, the fees are:
- First $500,000 — 1.25% per year
- Next $500,000 — 1.15% per year
- Next $1,500,000 — 1.00% per year
- Next $2,500,000 — 0.50% per year
- Above $5,000,000 — Negotiable
For another type of account, the fees are:
- First $500,000 — 1.25% per year (minimum $2,500)
- Next $500,000 — 1.00% per year
- Next $1,500,000 — 0.80% per year
- Next $2,500,000 — 0.70% per year
- Above $5,000,000 — Fixed $25,000 flat fee
Contact
Robert Henderson
Location
34 Water Street, Unit 2A, Mystic, CT, 06355
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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
Lansdowne Wealth Management, LLC
Previous Registrations
Edward Jones
State Registrations2 states
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