A Simple, Transparent Fee
Fees are straightforward, based on the assets we manage on your behalf. This approach helps ensure our interests are aligned with yours. We succeed when you succeed!
Clients in Hennion & Walsh’s Comprehensive Wealth Management program enjoy the advantage of paying no commissions, trading costs, brokerage fees, or other administrative charges. Instead, we cover our service with a single annual fee, calculated and charged quarterly. We itemize this fee clearly and transparently on your statements.
At Hennion & Walsh’s Comprehensive Wealth Management, our commitment to transparency and simplicity in our fee structure reflects our dedication to your financial well-being. Ensuring you always know exactly what you’re paying for.
This client-centric approach not only fosters trust but also empowers you to focus on your financial goals without the worry of hidden costs. We believe that a clear understanding of our fee structure enhances the partnership between you and your Investment Professional. Enabling us to work collaboratively toward achieving your objectives.
Our fee encompasses the following benefits:
- Access to our in-house team of investment professionals specializing in various disciplines.
- Comprehensive management of your investments.
- Exceptional customer service.
- Access to educational content and participation in exclusive events to enhance your financial knowledge.
Our Fee Structure
And it gets better. Unlike other companies, we don’t put your fixed-income investments in funds that incur a management fee. That means if you require fixed-income investments as part of your plan, we’ll have our fixed-income specialists choose these securities for you and will not subject them to a management fee. That means you save on management fees compared with many other firms.
Our straightforward approach ensures you know exactly what you’re paying for with no hidden costs. This eliminates the unpredictability of variable charges typically associated with commissions and trading costs, allowing you to plan your finances more effectively.
By consolidating all charges into one transparent annual fee, we provide simplicity and clarity, making it easier for you to understand and manage your investment expenses. This fee structure also aligns our interests with yours, as our primary focus is on growing your portfolio to help you achieve and live the life you want.
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The Hennion and Walsh Experience
We provide a truly great and different investment experience you won’t find anywhere else to help you live the life you want in retirement.