Steven Hoeft is a CFA-designated registered investment advisor at Buie Investment Advisors, LLC, based in Charlotte, NC, with 13 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 46 clients with $50M 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 $4.0M | 1.20% |
| $4M+ | 1.20% |
Rates shown are for the traditional investment style (individual stocks and fixed income). For the exchange-traded fund investment style, the flat annual fee is 0.60%. Fees for amounts above $4,000,000 are negotiable.
Fee Estimator
Location
Charlotte, NC
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 Activities
Steven is the managing member of Steven J. Hoeft Consulting, LLC, formed in 2010. He manages investment accounts at Buie Investment Advisors, LLC, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Buie Investment 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
More Advisors
- Roderick Buie, CFABuie Investment Advisors, LLC
- Charles Bevan, CFPCharles Schwab & CO., INC.
- Glenn Ford, CFPVanguard Advisers, INC.
- Chad Wilfong, CFPWells Fargo Advisors
- Cameron Newell, CFA, CFPAlpha Financial Advisors, LLC
- Nicholas Walker, CFP