BH

Bradley Richard Hoegler

24 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
96 advisors
Number of Clients
4,317 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$9.0B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K1.50%
$100K - $1000K1.25%
$1.0M - $3.0M1.00%
$3.0M - $7.0M0.75%
$7.0M - $10.0M0.50%
$10M+0.50%

Fees negotiable for accounts over $10,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

Our standard advisory fee is based on a percentage of your assets under management. For example, the annual fee is 1.50% on the first $100,000, scaling down to 0.50% for assets between $7 million and $10 million. Fees are negotiable for accounts over $10 million. MAPP accounts have a different fee schedule. Financial planning fees are negotiable and can be hourly, flat, or AUM-based.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

Austin, TX

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
HUB Investment Partners, LLC
January 2022 - Present · 4 yrs
Previous Registrations
Tcg Advisors
December 2020 - December 2021 · 1 yr
TD Ameritrade, INC.
January 2008 - July 2020 · 12 yrs 6 mos
TD Ameritrade Investment Management, LLC
January 2008 - July 2020 · 12 yrs 6 mos
Amerivest Investment Management, LLC
April 2006 - January 2008 · 1 yr 9 mos
TD Ameritrade, INC.
March 2004 - January 2008 · 3 yrs 10 mos
TD Ameritrade, INC.Broker
September 2003 - July 2020 · 16 yrs 10 mos
Charles Schwab & Co., INC. Broker
February 2001 - October 2002 · 1 yr 8 mos
First Financial Investment Securities, INC.Broker
September 1999 - October 2000 · 1 yr 1 mo
State Registrations4 states
CACOTXVA
Advisor
Exams
No exam information available for this advisor.