Walter Hoehler
Walter Hoehler is a registered investment advisor at B. Riley Wealth Advisors, INC., based in New York, NY, with 30 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 17,372 clients with $7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
B. Riley Wealth Advisors offers investment management through various programs. The Advisor-as-Portfolio Manager (APM) program allows your advisor to manage your account, potentially using outside managers. You'll pay an annual fee based on the value of your portfolio, which is negotiable up to a maximum. Transaction fees may be included or billed separately.
Third-Party Managed Programs are also available, utilizing the Envestnet platform. These programs also charge an annual fee based on the value of your portfolio, not exceeding 2.75%, which is negotiable. These programs may also be wrap fee programs.
Other third-party managed programs are available through Brinker, SEI, and AssetMark, with minimums starting at $500,000 for Brinker.
Location
299 Park Ave, 21st Floor, New York, NY, 10171
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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 ActivitiesSells Insurance
Walter uses the marketing name Hunters' Gate Capital for his financial securities business and devotes full-time hours to it. He also supports the Haverford College lacrosse team alumni group and is an insurance agent with B. Riley Wealth Insurance, dedicating a few hours per week to insurance sales.
Employment History
Current Registrations
B. Riley Wealth Advisors, INC.
B. Riley Wealth ManagementBroker
Previous Registrations
Banorte-Ixe Securities International, LTD.Broker
Ixe Securities, LLCBroker
Banorte Securities International, LTD.Broker
Bbv Securities INC.Broker
Afin Securities International, LTD.Broker
Bancomer Securities International INC.Broker
Vectormex IncorporatedBroker
Smith Barney INC.Broker
Amev Investors, INC.Broker
State Registrations22 states
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.