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Joseph Henderson

Advisor at Johnson Investment Counsel, Inc.

Updated today

Location

Livonia, MI 48152

Credentials

CFP®, Series 63, Series 65

Industry experience

18 years

About

Joseph Henderson is a CFP® professional with 18 years of industry experience. He has worked at Johnson Investment Counsel, Inc. since 2019 and previously spent ten years at Vintage Financial Services, LLC. Johnson Investment Counsel serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients. The firm employs a team-based portfolio construction process combining quantitative equity analysis with fixed-income management and offers both customized discretionary mandates and automated advisory programs.

Client services

Based on Johnson Investment Counsel, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Johnson Investment Counsel, Inc.

Active portfolio management

Occupation focus

Based on Johnson Investment Counsel, Inc.

Founder/Business Owner Retired

Fee options

Fixed

In limited circumstances, fixed fees are negotiated on a case-by-case basis based on account size and complexity.

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001 - $5,000,000: 0.60% annually $5,000,001+: 0.50% annually

Location

39209 6 Mile Rd, Suite 201

Livonia, MI 48152

Most active in

Michigan · Texas

Work history

Johnson Investment Counsel, Inc.

2019 - Present (7 years)

Johnson Investment Counsel, Inc.

2019 - Present (7 years)

Vintage Financial Services, LLC

2009 - 2019 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 63, Series 65

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ESG / Sustainable investing Equity compensation tax strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Values-based investing
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Series 63, Series 65

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Tax-loss harvesting Retirement income strategy Income planning Equity compensation tax strategy Charitable giving & philanthropy Executive
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Series 65

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Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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Berkley, MI

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ESG / Sustainable investing
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CFP®, CFA®, Series 63, Series 65

Ann Arbor, MI

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Active portfolio management Options & derivatives strategies Concentrated stock management Tax-loss harvesting
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Bassam S

Series 63, Series 65

Orchard Lake, MI

Objective Investments, LLC

Bassam Salem is a financial advisor at Objective Investments, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at InvestShares Advisor Group Inc., InvestShares, and Wunderlich Securities, Inc. He has been with Objective Investments since 2018. Objective Investments provides fee-based investment management services to individuals, high-net-worth clients, corporations, and qualified retirement plans. The firm offers tailored portfolios using a variety of analytical methods and serves as a limited-scope ERISA 3(21) fiduciary for employer-sponsored retirement plans.

Active portfolio management Options & derivatives strategies
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