Kevin Hoegler is a CFP-designated registered investment advisor at Farther, based in New York, NY, with 8 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,142 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farther Finance Advisors offers investment management services through a wrap program. The annual fee covers investment advice, trade execution, custody, reporting, and account maintenance. The fee is negotiable up to 2% of the assets they manage, depending on the complexity of the account and the investments used.
Location
Four World Trade Center, 150 Greenwich Street, Suite 2946, New York, NY, 10007
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Regulatory History
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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Kevin is a board member of the National MS Society NJ Metro Chapter, dedicating minimal time per week to the non-profit. He also creates content for YouTube, focusing on ultra marathons and running, which takes a few hours per week.
Employment History
Current Registrations
Farther
Previous Registrations
Blackrock Investments, LLCBroker
Blackrock Investment Management, LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Prudential Investment Management Services LLCBroker
J.P. Morgan Securities LLCBroker
State Registrations3 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.