Henry Hoerner is a registered investment advisor at The Hoerner Planning Group, LLC, based in Middleburg, VA, with 26 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 413 clients with $1.5B 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 $2.0M | 0.70% |
| $2M+ | 0.70% |
Fees negotiable for accounts above $2,000,000.
Fee Estimator
Location
210 East Federal Street, Middleburg, VA, 20117
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Henry is a board member of Curtis Investment Group Inc., a director of Elk Run LLC, and a limited partner of Good Works L.P. and Good Works Development L.P. He also serves on the Investment Advisory Committee for BBH Capital Partners V, LP, is a member of New Coastal Development LLC, and is a trustee for several trusts and foundations.
Employment History
Current Registrations
The Hoerner Planning Group, LLC
Previous Registrations
Lincoln Financial Advisors Corporation
State Registrations2 states
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