Hoey Investments is an independently owned registered investment advisor based in Coatesville, Pennsylvania, founded in 2008 by Francis Hoey. The firm provides discretionary investment management services tailored to each client's goals, time horizon, and risk tolerance, primarily allocating assets among individual stocks, bonds, mutual funds, and exchange-traded funds. Additionally, Hoey Investments offers standalone financial planning and consulting services covering areas such as estate planning, insurance planning, and tax strategies, though the firm does not prepare legal or tax documents. The firm utilizes the eMoney Advisor platform for online reporting and may incorporate artificial intelligence tools for investment advisory support under strict supervisory policies. Hoey Investments does not require a minimum account size or annual fee, and charges fees based on a percentage of assets under management or flat fees for standalone planning.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual advisory fees generally range between 0.40% and 1.00% of assets under management, depending on factors such as asset amount, engagement complexity, and servicing needs.