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services & fees
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Asset Management Program
Our Asset Management Program has been designed to be flexible enough to cater to each individual's financial situation. The Asset Management program offers you the power and experience of The Henssler Financial Group without any of the headaches associated with investing. To learn more, contact Steve Michael or Scott Keller at 770-429-9166 for more information.
The Henssler Financial Group Asset Management Program is exclusively an equity based money management program. In this program we will provide the following services:
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Develop an investment strategy based on your risk tolerances and investment time horizon
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Manage and direct your portfolio based on this investment strategy
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Manage equity investments in your portfolio based on our strict quality standards
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Provide performance reports
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The
Asset Management Program
fee structure is:
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The first $1,000,000
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1.00%
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$1,000,000 to $2,000,000
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0.90%
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$2,000,000 and up |
negotiable |
Minimum Annual Fee $1,000 |
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