Van Hoisington is a registered investment advisor at Hoisington Investment Management CO, based in Austin, TX, with 33 years of industry experience. Van operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.45% |
| $10.0M - $50.0M | 0.35% |
| $50.0M - $100.0M | 0.25% |
| $100.0M - $500.0M | 0.15% |
| $500M+ | 0.05% |
Although HIMCo has established the aforementioned fee schedule, we retain the discretion to negotiate alternative fees on a limited client-by-client basis. Related accounts may be combined in order to calculate the fee charged. Because we have a long history with many of our clients, some clients have older fee schedules. Breakpoints for tiers and fee rates have been revised over time. Existing clients pay the fee specified in their advisory agreement. Some clients require us to use the custodial balance for billing. Some clients remove accrued interest from quarter-end EMV and some clients require us to use the actual number of days in the quarter to calculate the fee. Some clients require us to calculate fees on the average of the month-end value for each month in the quarter, therefore, adjustments are not made for cash flows. These differences mean that some clients are paying different rates than others and are receiving the same level of service. We do not differentiate the service we provide based on the fee schedule.
Fee Estimator
Location
6836 Bee Caves Rd., Bldg. 2, Suite 100, Austin, TX, 78746
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Van is the owner/director of Saline River Ranch, Inc., a farming business, and a director of Ethel J, Inc., a ranching business. He dedicates minimal time to general oversight of both businesses.
Employment History
Current Registrations
Hoisington Investment Management CO
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.