Henderson Asset Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,333,000
Total clients
21
10% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
21
Average account size
$349,190
About
The firm’s sole investment adviser provides discretionary portfolio management for individual investors and personal trusts and also offers written financial planning and implementation support, including education on using online brokerage accounts. Like many independent advisers, it delivers ongoing portfolio supervision on an asset-based basis and offers planning on an hourly basis.
The adviser follows a sector-rotation investment approach, concentrating allocations in areas judged likely to outperform over multi‑year cycles and combining equities, ETFs and fixed income while favoring established, dividend‑paying companies. The firm emphasizes tax efficiency and generally holds securities for longer periods to reduce tax consequences, and uses bonds, municipal issues and ETFs to generate income when that objective is prioritized.
Uncommonly for a solo independent RIA, the adviser is also a licensed life and health insurance agent with a separate insurance practice and may recommend or implement insurance products or annuity moves (including 1035 exchanges) when appropriate, disclosing any commissions. The combination of boutique discretionary management, hands‑on brokerage training, use of a formal planning tool for written reports, and a material insurance practice (about 15% of workload) is less common among peers.
Client services
Financial planning
Portfolio management
Expertise
Annuities
Long-term care insurance
Retirement income strategy
Cash flow / budgeting
Wealth management
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000+: 0.75% annually
$250 per hour for financial planning services
Account minimum: $500,000 (may be waived case-by-case) Fee-only: Investment management fees charged quarterly in arrears, based on asset tiers; Financial planning charged hourly at $250/hour
Main office location
Henderson Asset Management, LLC
2900 Nw Clearwater Drive, Ste 100
Bend OR 97703, United States
Number of offices
1
Most active in
Henderson Asset Management, LLC has reported serving >5 clients in these states in the last 12 months.
California · Hawaii · Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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