JH
JH

Jefferson Henderson

10 Years of Experience
Denton, TX

Jefferson Henderson is a registered investment advisor at Cultivar Capital, INC., based in Denton, TX, with 10 years of industry experience. Jefferson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 346 clients with $300M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
346 clients
Average Client Portfolio
$879K average
Assets Under Management
$304.1M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.00%
$250K - $500K0.75%
$500K - $1.0M0.50%
$1M+0.25%

Fees may be negotiable. Cultivar also manages the Cultivar ETF, for which it receives a management fee of 0.87% of the fund's average daily net assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

421 E. Hickory St., Ste. 103, Denton, TX, 76201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cultivar Capital, INC.
October 2015 - Present · 10 yrs 6 mos
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.