Andrew
Hendricks
Capasso Planning Partners LLC
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About this Advisor
Andrew Hendricks is a financial advisor who works in Charleston, South Carolina with 3 years of relevant experience. Hendricks currently works for Capasso Planning Partners LLC. Throughout their career, they have worked at Axa Advisors, LLC and Capasso Planning Partners LLC. Hendricks maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in South Carolina and Texas. Capasso Planning Partners LLC is a firm operating out of Charleston, SC. The company has a total of 11 people on staff. It administers $281 million in assets under management between its 1,513 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,513 client accounts, just 11% are held by high-net-worth investors who have greater than $1 million in investable assets. The company performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules largely are based on which services are offered. However, fees charged by Capasso Planning Partners LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capasso Planning Partners LLC Brokerage Details
$280,681,535
11
1,513
$185,513
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Andrew Hendricks Work History
Andrew has been registered as a financial advisor for 3 years.*
Capasso Planning Partners LLC
Axa Advisors, LLC
Axa Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Hendricks to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capasso Planning Partners LLC
Charleston, SC
Charleston, SC
Hoboken, NJ
Charleston, SC
Charleston, SC
Charleston, SC
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