James Hoerter is a registered investment advisor at Federal Hill Capital Management, based in Bardstown, KY, with 17 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 306 clients with $48M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Federal Hill Capital Management charges a percentage of your portfolio's value each month. The percentage depends on your investment objective (fixed income, balanced, growth, etc.) and the amount you have invested. Accounts within the same household can be combined to reach higher tiers. Fees are deducted from your account monthly. The specific percentages are listed below:
Location
129 N. Third St, Bardstown, KY, 40004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a 10% owner of Federal Hill Holdings, LLC, a real estate holding company, dedicating minimal time. He is also a 10% owner, compliance officer, and investment advisor for Federal Hill Capital Management, LLC, an investment advisory firm, dedicating about a quarter of his time.
Employment History
Current Registrations
Federal Hill Capital Management
Previous Registrations
Edward Jones
State Registrations2 states
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