Hoskins Financial, LLC offers investment management services where they manage your investments based on your goals and risk tolerance. They also offer financial planning services covering topics like retirement, cash flow, and estate preservation. Hoskins Financial does not participate in wrap fee programs.
Assets Under Management$7M
Clients28
Advisors1
Avg. per Client$250K
Avg. per Advisor$7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.90% |
| $2.5M - $3.5M | 0.80% |
| $3.5M - $4.5M | 0.70% |
| $4.5M - $5.5M | 0.60% |
| $5.5M+ | 0.50% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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