RH
ChFC
RH
ChFC

Richard Hoyt

10 Years of Experience
Excelsior, MN

Richard Hoyt is a ChFC-designated registered investment advisor at Analytics Investment Advisors, based in Excelsior, MN, with 10 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 6 clients with $22M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
6 clients
Average Client Portfolio
$3.7M average
Assets Under Management
$22.4M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Analytics Investment Advisors' compensation for investment advice is based on a percentage of the value of your portfolio. The fees are negotiated and can vary depending on factors such as the size of the account, anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, and negotiations with the client. The annual standard management fee is either 0.50% or 1.00% annually.

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Location

Excelsior, MN

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Analytics Investment Advisors
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Analytics Investment Advisors
March 2019 - December 2020 · 1 yr 9 mos
Analytics Investment Advisors
November 2015 - December 2018 · 3 yrs 1 mo
State Registrations1 state
MN
Advisor

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.

Exams
No exam information available for this advisor.