Assets Under Management
$7.9M
Number of Clients
70
Number of Advisors
3
Average Client AUM
$113K
AUM per Advisor
$2.6M
Compensation
Fixed/Hourly
Hoskin Capital LLC offers discretionary investment management services using a tactical allocation strategy. They also provide financial planning and consultation services, including retirement planning, tax optimization, estate planning, and cash flow analysis. Services are tailored to individual client needs and financial situations.
Hoskin Capital charges fixed fees for financial planning services, ranging from $1,000 to $10,000 per plan. Ongoing financial planning and investment management services also have fixed annual fees between $1,000 and $10,000. Hourly financial consultation services are billed at $450 per hour. The firm does not have any minimum requirements for opening or maintaining an account.
CO, United States