The Hendrickson Advisory Group, Inc

CRD#121514
Investment Advisor Firm

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Overview

The Hendrickson Advisory Group, Inc is an advisory company based in Columbus, Ohio. It has a small team of three employees, all of whom are financial advisors. The Hendrickson Advisory Group, Inc is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are exchangable financial investments such as options, stocks and bonds.

Under $100,000 of its investments for financial planning services were in securities, with under $100,000 placed in non-securities.

The Hendrickson Advisory Group, Inc's central office is located at 4700 Reed Road, Columbus, Ohio 43220. It is registered to provide services to customers across a number of states, including Illinois, Ohio and Texas.

Editorial note: In some instances, advisors and firms can file as exempt reporting advisors with the SEC, meaning they file an abbreviated version of the Form ADV. As a result, this is all of the publicly available information for The Hendrickson Advisory Group, Inc. Please visit the SEC website for more information at https://www.sec.gov

Number of Advisors

3

Disclosures

No

Office Location

4700 Reed Road
Columbus, OH 43220

The Hendrickson Advisory Group, Inc by the Numbers

Total Number of Employees

3

National Average: 71,771
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Products and Services

The Hendrickson Advisory Group, Inc offers a number of services, which can consist of financial planning services, pension consulting services, selection of other advisers and other services. In the prior fiscal year, The Hendrickson Advisory Group, Inc provided 26-50 of its clients with financial planning services. The Hendrickson Advisory Group, Inc does not sell products or offer services apart from investment advisory services to its investment advisory clients. The Hendrickson Advisory Group, Inc is also affiliated with one or more other service providers in the financial services industry, including with an insurance company or agency.

Core Advisor Services

  • Offered by 31% of firms

    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

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    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

  • Offered by 21% of firms

    Selection of Other Advisors

    This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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    Publication of Periodicals

    This is the publication of various financial education materials.

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    Educational Seminars/Workshops

    This is the hosting of seminars or workshops to educate investors on financial concepts.

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Fee Structure

A financial advisor's fees largely vary depending on which services are offered. However, fee types charged by the firm can consist of any combination of the following fee structures: asset-based, hourly or fixed. The Hendrickson Advisory Group, Inc does not participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee. It is able to withdraw its charges directly from client funds.

Available

  • Offered by 70% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 21% of firms

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Offered by 33% of firms

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

Unavailable

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 26% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 10% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Disclosures

The Hendrickson Advisory Group, Inc does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at The Hendrickson Advisory Group, Inc

Charles Hendrickson
Columbus, OH
Marian Leuby
Columbus, OH
Charles Hendrickson
Columbus, OH

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