No Management Fee on Fixed Income
Unlike other firms, we don’t charge management fees for the fixed-income portion of your investments. That means you pay less in management fees and keep more money generating income or growing your portfolio.
At Hennion & Walsh Comprehensive Wealth Management, we believe in putting your financial interests first, especially when it comes to fixed-income investments. Unlike many other wealth management firms that place your fixed-income investments in funds subject to management fees, we have a different approach that sets us apart in the industry. We understand that every dollar counts, especially in today’s volatile market. That’s why we have made it a cornerstone of our investment philosophy to not impose management fees on your fixed-income investments.
On All Actively Managed Wealth Accounts
For actively managed wealth accounts, we charge a fixed fee based on the portion of your assets that we manage, with no trading commissions. This works best for accounts requiring a specific asset allocation mix that needs to be adjusted over time. For accounts where you prefer to buy and hold with no active trading, we charge a one-time commission to buy or sell any securities, with no ongoing management fees. This is ideal for accounts holding fixed-income investments and specific equity positions intended for long-term ownership. You decide which type of account works best for you, and if your needs change, we can adjust your account type to match your investment goals.
Our Unique Approach to Fixed-Income Investments
When you entrust us with your fixed-income needs, you gain access to a wealth of expertise without the extra cost. Our in-house team of highly skilled fixed-income specialists handpick securities that align with your unique financial goals. We carefully analyze and select bonds and other fixed-income instruments based on your risk tolerance, investment horizon, and income requirements. This personalized approach ensures that your fixed-income portfolio is tailored specifically to your needs, without the burden of management fees.
Our Commitment to Your Financial Success
In contrast to many other firms, our commitment to a fee-free fixed-income strategy underscores our dedication to your financial success. We believe that our clients deserve the best possible returns on their investments without the drag of additional fees. At Hennion & Walsh, we strive to deliver exceptional service and results, making us the trusted choice for comprehensive wealth management.
Securities Offered through Hennion & Walsh inc., Member FINRA/SIPC. Advisory Services Provided by Hennion & Walsh Asset Management. All investing involves risk including possible loss of principal.
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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.