Lansdowne Wealth Management, LLC ("LWM") is an fiduciary, fee-only financial planner firm based
in Mystic, CT. Our clients depend on us to provide personalized, thoughtful service and advice.
As a fee-only Registered Investment Advisor, we present you with objective, independent guidance
for achieving your goals. Successful individuals and families in southeastern Connecticut, Rhode
Island and throughout the United States rely on us to guide the way so they can be confident in
their futures.
Our goal is to provide our clients with the most complete Asset Management and Financial Planning
services available. From the very beginning, our objective is to provide individual investors
with the same level of sophisticated management as institutional investors. We are proud to say
that the services our clients receive rival that of large institutions.
In addition to providing portfolio management services, we also provide our clients with the
opportunity to access our comprehensive Fee-Only Financial Planning and Wealth Management
services.
General Information |
| Firm Start Year: | 2010 | |
| No.of Employees: | 2-4 | |
| Insurance License#: | CT #002266283 |
| Name of Custodial Firm: | Fidelity |
| States Licensed in: | CT |
| Number of Years with Current Firm: | 10 |
| Work Experience: | 12 years in financial planning industry as well as 12 years in senior corporate finance roles. |
| I work with the following types of clients: | Non-Profit Organizations, Individual Investors, Businesses |
Services |
| Investment Types: | Bonds, Mutual Funds, Exchange Traded Funds (ETFs), Stocks |
| I can meet clients in the following ways: | At your office, Via phone, At my office, At your home, Video Conference, Via email |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity |
| Financial Organization Memberships: | National Association of Estate Planners & Councils (NAEPC), Paladin Registry |
Compliance |
| Registered Investment Advisor: | Yes |
| Investment Advisor Representative: | Yes |
| I am an acknowledged fiduciary: | Yes |
| Compliance Disclosures in Last 5 years: | I have a clean record |
| Criminal Disclosures in Last 5 years: | I have a clean record |
Compensation and Fees |
| Fee Structure: | Fee Only |
| Minimum Portfolio Size for New Managed Accounts: | $100,000 |
| Compensation Methods: | Flat Fee, Hourly, Based on Assets |
| Organization: | Estate and Tax Planning Council of Eastern CT New London County |
| Position : | President |
| Duration : | May 2007-Currently holding |
| Bachelor of Science - Accounting |
Bentley University - Waltham, MA
September 1990-May 1994 |
Registered Investment Advisor in the state of CT. CRD# 155422
Robert C. Henderson is the President and Advisor at LWM. Prior to founding the firm, Mr. Henderson was a financial advisor with a nationally recognized brokerage firm. His previous experience included numerous senior corporate financial positions, including Director of Finance and Accounting and Controller positions. Mr. Henderson holds a BS degree in Accounting from Bentley University, earned the Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning, and is a Certified Divorce Financial Analyst (CDFA).
Financial Planning for Individuals |
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We are one of very few firms that provide true fee-only financial planning in southeastern CT. |
Portfolio Management |
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We provide investment management services on a fee-only basis. Our fee is based on a % of assets that we manage. |
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Mon. | 9:00 AM - 5:00 PM |
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Tue. | 9:00 AM - 5:00 PM |
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Wed. | 9:00 AM - 5:00 PM |
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Thu. | 9:00 AM - 5:00 PM |
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Fri. | 9:00 AM - 5:00 PM |
Lansdowne Wealth Management in the News
When: 03/13/2015
Details:Lansdowne Wealth Management in the News
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