Hogan Investment Counsel offers investment advisory services to individuals, high net worth individuals, trusts, and estates. Hogan creates customized investment solutions through personal client contact, providing investment management and consulting services. Hogan works with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio allocation. The firm primarily uses a long-term investment approach.
Assets Under Management$110M
Clients207
Advisors1
Avg. per Client$520K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.90% |
| $3M+ | 0.50% |
Fees may be negotiable. For customized fixed income only portfolios, the annual fee is 0.40% on the first $3,000,000, and 0.30% on amounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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