Robert Henderson, AAMS®
Mystic, Connecticut, 06355
Member Since 2011
You\'ve accumulated an investment portfolio and are ready for professional money management. You need more sophistication but don\'t want more complexity. Our philosophy is to construct an investment portfolio that meets a client\'s personal needs and expectations, while ensuring you never accept more risk than is necessary. As a fee-only investment advisor, we take our fiduciary responsibility seriously.
You\'re beginning to plan for the next stage in your life. Maybe it\'s 10 years away; maybe you\'re already there. You have questions. At LWM we are serious about ensuring a successful retirement for you and your loved ones. With our unique financial planning and retirement models, we will develop a plan that is right for you.
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Background Information
Years of Financial Experience
- 6
Education
- Bentley University (BS - Accounting)
- College for Financial Planning (AAMS Designation)
Certifications and Designations
- AAMS®
Association Memberships
- Estate and Tax Planning Council of Eastern CT
Methods of Compensation
- Financial Planning: Hourly fee, Fixed fee
- Investment Services: Asset-based fee, Hourly fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- First Clearing Corp.
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Monthly)
- Custodial Report (Monthly)
- Newsletter (Monthly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them annually
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 5089860
- Securities Registrations: Series 66
- Insurance Licenses: Life, Annuity, Long-Term Care, Health
Company Names
- Registered Investment Advisor: Lansdowne Wealth Management, LLC
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Charitable
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- Mutual Funds, Securities, Commodities, REITs, Equity, Limited Partnerships
Insurance Products
- Life, Fixed Annuity, Long-Term Care, Disability Income
Visit Website - http://www.lwmwealth.com
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