FH
CFP
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
1 advisor
Number of Clients
510 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$635.5M
Fee Structure
Financial Plan Fee:$1,000 - $4,000
Investment advisory fees are charged quarterly in advance, generally between 1.00% and 1.50% annually, based on the portfolio's market value. Fees may vary based on factors like asset size, complexity, and servicing needs. Financial planning and consulting fees range from $1,000 to $4,000 on a fixed fee basis, depending on the level and scope of services required.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance Planning
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Advisor Information
Office location
1000 Brandywine Creek Rd., Coatesville, PA, 19320
Get directionsRegulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2008Closed-No Action
Customer Dispute
October 2003Settled
Employment History
Current Registrations
Hoey Investments, INC.
November 2009 - Present · 16 yrs 2 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
January 2008 - December 2009 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2001 - January 2008 · 7 yrs
State Registrations4 states
AZCAPATX
Advisor
Exams
No exam information available for this advisor.