Hennessy Financial Services offers investment advice tailored to clients' needs. They provide discretionary portfolio management, where they make investment decisions without needing your approval for each trade. They primarily advise on stocks, bonds, and mutual funds. Hennessy Financial Services also provides advice on rolling over retirement accounts, acting as a fiduciary and prioritizing your best interests.
Assets Under Management$15M
Clients19
Advisors1
Avg. per Client$770K
Avg. per Advisor$15M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Advisory fees for legacy clients are grandfathered into a flat annual 0.75% of assets billed and payable quarterly in arrears based on the value of their account on the last day of the quarter.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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