Myhanh Hoskin
Myhanh Hoskin is a CFP-designated registered investment advisor at Earned Wealth Advisors, LLC, based in San Juan Capistrano, CA, with 30 years of industry experience. Myhanh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Medical Professionals, and 2 more. Their firm serves 1,326 clients with $1.9B 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 $250K | 1.50% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.30% |
| $50M+ | 0.15% |
Minimum annual fee of $2,400. OJM legacy clients have a separate fee schedule: Up to $1,000,000: 1.50%; $1,000,001 - $3,000,000: 1.00%; $3,000,001 - $10,000,000: 0.75%; Above $10,000,000: as negotiated.
Fee Estimator
Location
San Juan Capistrano, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2018Other Business ActivitiesSells Insurance
Myhanh owns Big Bear Cabin, a rental property, and is the Designated Responsible Licensed Producer for Vital Financial Insurance Services, LLC. She spends about 10-20% of her time on the rental property and a few hours per week on the insurance business.
Employment History
Current Registrations
Earned Wealth Advisors, LLC
Previous Registrations
Earned Wealth
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
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.