Lansdowne Wealth Management, LLC
Lansdowne Wealth Management, LLC (CRD# 155422) is a financial advisory firm headquartered in Mystic, CT. They manage $23,400,000 in 92 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management23MILLION
Total Number of Accounts92ACCOUNTS
Average Account Value$254,348
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Robert Henderson (CRD# 5089860) is financial planner and Investment Advisor Representative (IAR) working at Lansdowne Wealth Management, LLC in Mystic, CT and has over 10 years of experience in the finance industry.
Robert is a fee-only financial planner, specializing in retirement planning, fee-only financial planning & investment management, and working with widows and divorcees. He provides investment management servcies as a fiduciary.
What makes Robert unique in his area, is that there are very few financial planners that provide actual planning work in the Mystic area. While some brokers and insurance salesmen may offer to provide "free" financial planning, it is typically done only with the express understanding that they will sell you a product.
Mr. Henderson has taken additional exams to become a Certified Divorce Financial Analyst (CDFA®). CDFA professionals must pass the comprehensive CDFA Certification Examination, agree to abide by IDFA Board's Code of Ethics and Professional Responsibility and Rules of Conduct.