Hoey Investments offers investment management tailored to each client's goals and risk tolerance. They primarily invest in stocks, bonds, mutual funds, and exchange-traded funds. Hoey Investments also provides financial planning and consulting services, such as estate and insurance planning, on a standalone fee basis. They do not provide legal or accounting services.
Fee Structure
Hoey Investments charges a quarterly fee, paid in advance, based on the value of your investments. The annual rate is generally between 1.00% and 1.50%. The exact fee depends on factors like the amount invested and the complexity of your situation. Fees are not adjusted for deposits or withdrawals during the quarter, but any unearned fees are refunded if you end the relationship.