Advisory Approach

The advisory approach is by far the most common way we work with clients. We are a fiduciary advisor, meaning that we are obligated to be working at all times in the client's best interest. Under this arrangement, the client pays a negotiated, contractual fee that is debited directly from their account on a quarterly basis. We feel that our fees are very competitive within the industry. The fee is based upon a percentage of assets under management. This approach puts the advisor and the client on the same side of the table. The client never pays any commissions, so the client knows that any recommendations made by the advisor are in the client's best interest.

Hourly/Negotiated Fee Approach

An hourly/negotiated fee approach may be used for a particular client who wishes to retain asset management, but use the advisor in a planning and advisory capacity only. The advisor will bill the client at a pre-negotiated hourly rate based upon the types of services that are requested.

Whichever You Choose...

Hendricks Wealth and Estate Management, LLC is proactive about meeting with clients at regularly scheduled intervals. During these meetings, particularly with advisory clients, a comprehensive financial review is performed that takes into account not only a client's investments, but all other areas of their financial lives. We review liabilities, insurance policies, tangible assets, and account structures. We make recommendations to our clients with the mutual goal of allowing our clients to maximize their potential to help reach their long-term financial objectives.