Hoopoe Advisors provides wealth management services, including asset management and financial planning, to individuals and high-net-worth individuals. Financial planning covers retirement, education, estate, tax, and investment planning. The firm also offers retirement plan advisory services. Investment advice covers mutual funds, exchange-traded funds, real estate investment trusts, equities, and fixed income securities.
Fee Structure
For accounts not part of the wrap fee program, Hoopoe Advisors' asset management fees are negotiated up to a maximum of 1.5% of the value of your portfolio. Fees are charged quarterly in advance. You'll also pay transaction fees and other account expenses. For directly-managed held-away accounts, such as 401(k)s, fees will be assigned to the client's taxable accounts or billed directly to the client if no taxable account exists.