Hoskin Capital offers investment management, financial planning, and consultation services. Investment management is customized based on client objectives, using a tactical allocation strategy. Financial planning covers retirement, tax optimization, estate planning, and more. Clients can choose from ongoing service packages or one-time financial planning options. Hoskin Capital also offers tax preparation services.
Assets Under Management$7.9M
Clients70
Advisors3
Avg. per Client$110K
Avg. per Advisor$2.6M
Fee Structure
Planning is included in investment management
Investment management is included with Hoskin Capital's financial planning packages and is not offered as a standalone service. Clients pay a fixed annual fee for ongoing financial planning and investment management services, with the amount depending on the selected services.
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