Hoctor Financial Group, LLC, provides financial planning and investment advice. Financial planning includes tax, insurance, corporate benefits, retirement, and estate planning. Investment advice is provided through consultations. Hoctor Financial manages client accounts on a discretionary basis.
Assets Under Management$35M
Clients18
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Hoctor Financial manages client accounts for a percentage of the value of your portfolio. The annual fee is negotiable and ranges from 0.5% to 2%, depending on the size and complexity of your account. The fee is paid quarterly, at the start of each quarter, and debited from your account. If you cancel, any prepaid fees will be refunded on a pro-rated basis.
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