Michael Hoch
Michael Hoch is a registered investment advisor at Kestra Advisory Services, LLC, based in Bethesda, MD, with 29 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
6500 Rock Spring Dr, Suite 410, Bethesda, MD, 20817
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2015Other Business ActivitiesSells Insurance
Michael is a registered representative and advisor with Kestra Investment Services and Kestra Advisory Services since 2009 and 2016 respectively, dedicating full-time hours to these activities. He also engages in insurance sales through Meltzer Group, spending a few hours per week, and serves as a board member for Maryland Hillel, dedicating minimal time.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
MML Investors Services, INC.Broker
MML Investors Services, INC.
Eagle Strategies CORP
Nylife Securities LLCBroker
Mony Securities CORP.Broker
State Registrations42 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.