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

About This Firm

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.

Fee Structure

Financial Planning:Included in AUM fee
Financial Plan Fee:$1,000 - $10,000
Hourly Rate:$450/hr

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.

Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInvestment Management
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Location

CO, United States

3 Advisors at this firm