Hendricks Wealth And Estate Management

Hendricks Wealth and Estate Management, operating as J.G. Hendricks Financial Services, LLC, is a financial advisory firm based in West Dundee, Illinois. Established in 2017, the firm specializes in providing investment advisory services to individuals and various clients. As a fiduciary, the firm is committed to acting in the best interest of clients. Services offered include Comprehensive Portfolio Management, Financial Planning & Consulting, and Retirement Plan Consulting. For Comprehensive Portfolio Management, clients can expect asset management, financial planning, and consulting services. The firm conducts client meetings to understand financial goals, risk tolerance, and investment objectives. Financial Planning & Consulting services cover various financial aspects such as investment planning, retirement planning, estate planning, and tax planning. Regarding fees, the maximum annual fee for Comprehensive Portfolio Management does not exceed 1.50%, billed quarterly in advance based on account value. Financial Planning & Consulting services are charged on an hourly or flat fee basis, with maximum fees set at $695 per hour and $10,000 flat fee. Retirement Plan Consulting fees are based on a percentage of Plan assets under management, not exceeding 1.50%. The firm does not charge performance-based fees and offers investment discretion to clients. Clients' assets are held at Charles Schwab & Co., Inc., with transactions executed through Schwab. The firm does not have custody of client funds or securities and does not accept proxy authority to vote client securities. Hendricks Wealth and Estate Management provides a comprehensive range of investment strategies, risk analysis, and financial planning services to help clients achieve their financial goals while maintaining transparency and acting in their best interests.