AH
AH

Adam Hendrickson

8 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
7368 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M0.80%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.70%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.30%
$25M+0.30%

Fees negotiable for assets over $25 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$1,000
Loading...

Location

901 3rd Ave S, Minneapolis, MN, 55402-3367

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Charles Schwab & CO., INC.
August 2025 - Present · 6 mos
Schwab Wealth Advisory, INC.
August 2025 - Present · 6 mos
Charles Schwab & CO., INC.Broker
August 2025 - Present · 6 mos
Previous Registrations
Ameriprise Financial Services, LLC
January 2018 - July 2025 · 7 yrs 6 mos
Ameriprise Financial Services, LLCBroker
November 2017 - July 2025 · 7 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
February 2017 - September 2017 · 7 mos
State Registrations10 states
COFLIAKSMNMONEOKUTWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.