Hoover Capital, L.L.C.

Fee-Only (% of Portfolio)

Hoover Capital, located in Issaquah, Washington, provides investment advice and consultation. Hoover Capital uses financial history, fundamental, and technical analysis to tailor portfolios to each client's needs. Client accounts are managed on a non-discretionary basis and are held in the client's name at a brokerage firm. Hoover Capital does not have any proprietary products and only gets compensated by the fee disclosed to clients based on the assets under management.

Assets Under Management$20M
Clients27
Advisors1
Avg. per Client$730K
Avg. per Advisor$20M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$2M+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm