Assets Under Management
$543.6M
Number of Clients
565
Number of Advisors
11
Average Client AUM
$962K
AUM per Advisor
$49.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Hoopoe Advisors provides comprehensive wealth management services, including asset management and financial planning. Asset management is offered through a wrap fee program. Financial planning is tailored to individual needs and can be part of a comprehensive engagement or a separate service. They also offer retirement plan advisory services.
603 Massachusetts Avenue, Suite 200, Boston, MA, 02118