Matthew Hoke
Matthew Hoke is a CFP, ChFC-designated registered investment advisor at Korhorn Financial Group, based in Edwardsburg, MI, 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,339 clients with $1.2B 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% |
Fixed income securities are charged at 0.25%. Custom index strategies carry an additional 0.10% fee. Fees are negotiable.
Fee Estimator
Location
69950 M-62, Edwardsburg, MI, 49112
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
Natcity Investments, INC.
AXA Advisors, LLC
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.
Exams
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