Andreas Hoefer
Andreas Hoefer is a registered investment advisor at West Coast Capital Management, LLC, based in Gilbert, AZ, with 4 years of industry experience. Andreas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 78 clients with $17M 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 $100K | 1.95% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. If third-party firms are used to manage accounts, the maximum annual fee third-party money firms charge ranges from 0.25% to 0.75%, for our asset management service. Asset management fees will not exceed 2.00%.
Fee Estimator
Location
1176 E Warner Rd, Suite 218, Gilbert, AZ, 85296
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andreas is a licensed life and health insurance producer, receiving commissions directly from insurance carriers. Proceeds from these sales are handled by TrueNorth Retirement Planning, LLC, which Andreas owns, though he dedicates no time to the LLC as it's solely for tax purposes.
Employment History
Current Registrations
West Coast Capital Management, 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.