Hoyl Wealth Management offers investment advice and financial planning services. This includes reviewing client investment goals, recommending asset allocation strategies, and preparing written investment strategies. Hoyl Wealth Management may recommend third-party money managers to manage client assets. The firm provides both discretionary and non-discretionary investment advisory services.
Assets Under Management$24M
Clients108
Advisors1
Avg. per Client$220K
Avg. per Advisor$24M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.65% |
| $1.0M - $5.0M | 1.45% |
| $5M+ | 1.25% |
Hoyl Wealth Management has the discretion to negotiate lower fees or waive fees in individual cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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