Hoover Capital Management offers ongoing investment management services based on your financial situation, goals, and risk tolerance. They primarily invest in exchange-traded funds, exchange-listed securities, over-the-counter securities, and foreign issues. Hoover Capital Management tailors its advice to your individual needs and allows you to place reasonable restrictions on your account.
Assets Under Management$4.8M
Clients8
Advisors1
Avg. per Client$600K
Avg. per Advisor$4.8M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...