Matthew Hoke
Matthew Hoke is a CFP, ChFC-designated registered investment advisor at Korhorn Financial Group, based in Granger, IN, with 22 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,241 clients with $930M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable. Fixed income securities fee is 0.25%. Custom Index strategies may have an additional fee of 0.10%. Option Overlay strategy may have an additional fee of 0.50%.
Fee Estimator
Location
6910 North Main Street, Building 16, Unit 41, Granger, IN, 46530-8855
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2009Other Business ActivitiesSells Insurance
Matthew works as a tax preparer at KFG Tax & Business Services and as an insurance agent at KFG Insurance Agency, both since 2013. He spends minimal time at each business, preparing tax returns and selling insurance policies, respectively.
Employment History
Current Registrations
Korhorn Financial Group
Previous Registrations
Kfg Wealth Management, LLC
Securities America, INC.Broker
Natcity Investments, INC.Broker
Natcity Investments, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.