Hook Financial Services, LLC
Assets Under Management
N/A
Number of Clients
8
Number of Advisors
3
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Hook Financial Services provides advisory referral services, connecting clients with independent registered investment advisers. They also offer financial planning, a comprehensive evaluation of a client’s current and future financial state. Financial consulting services are available on a more focused basis, addressing specific topics like estate or retirement planning. The firm does not manage client assets.
Fee Structure
Hook Financial Services does not charge clients for advisory referrals; fees are paid by the independent registered investment advisers. Financial planning and consulting fees are determined based on the services provided, complexity, and employee experience, agreed upon before the contract. Fixed fees typically range from $500 to $10,000, or hourly fees range from $150 to $600. All fees are negotiated directly with the client. There is no minimum fee for these services.
Areas of Practice
Location
295 Bendix Road Suite 170, Virginia Beach, VA, 23452