Hochstrat Investments LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Hochstrat Investments LLC creates and manages investment portfolios tailored to clients' needs and goals. They also provide financial planning services covering retirement, risk management, college savings, cash flow, debt management, and estate planning. HI LLC. works with individuals, high net-worth individuals, charitable organizations, and corporations.

Assets Under Management$3.5M
Clients28
Advisors1
Avg. per Client$130K
Avg. per Advisor$3.5M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

1 Advisors at this firm

Hochstrat Investments LLC | TrueAdvisor