Richard C. Hoertkorn manages investments, including marketable and non-marketable securities and investment real estate. He holds a limited power of attorney to buy or sell securities and may hold voting power of proxy statements. He consults with clients on income, safety, and their assets. Investment decisions are based on individual client needs and goals. He purchases exchange-listed securities, over-the-counter common stocks, corporate debt securities, municipal and U.S. Government obligations, and quality mutual funds.
Assets Under Management$280M
Clients74
AdvisorsN/A
Avg. per Client$3.8M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $6.0M | 0.75% |
| $6M+ | 0.50% |
Fees may be lower for accounts comprised substantially of bonds.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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