Hoey Investments, INC.
Assets Under Management
$635.5M
Number of Clients
510
Number of Advisors
1
Average Client AUM
$1.2M
AUM per Advisor
$635.5M
Compensation
Fee-Only (AUM)
About This Firm
Hoey Investments offers discretionary investment management services tailored to client goals and risk tolerance, primarily allocating assets among equities, bonds, mutual funds, and ETFs. They may also provide financial planning and consulting services on a stand-alone fee basis, but do not implement financial plans or monitor them unless agreed to in writing.
Fee Structure
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
Location
1000 Brandywine Creek Rd., Coatesville, PA, 19320