The Hoerner Planning Group provides comprehensive wealth advisory services to affluent families, trusts, estates, charitable organizations, and business entities. Founded in 2006 and based in Middleburg, Virginia, the firm offers customized asset allocation advice tailored to each client's specific financial planning needs. Investment management is implemented using separate accounts, private partnerships, and mutual funds managed by independent, unaffiliated investment managers. In addition to managing investments, The Hoerner Planning Group provides specialized financial planning and consulting services covering estate planning, business succession, concentrated stock planning, and retirement planning. The firm operates with both discretionary and non-discretionary authority over client portfolios.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.70% |
| $2M+ | 0.70% |
Fees for amounts above $2,000,000 are negotiable. Management fee may also be negotiated based on overall financial planning complexity, total assets, and pre-existing relationships.