HOAInvest, LLC is a registered investment advisor founded in 2026 and based in Salt Lake City, Utah. While primarily serving homeowners associations through a proprietary software platform, HOAInvest also offers customized investment management and financial planning services to individuals and families. The firm builds long-term portfolios using mutual funds, exchange-traded funds, individual stocks, and fixed-income securities, incorporating fundamental, technical, and quantitative analysis. HOAInvest provides discretionary investment management, ongoing account monitoring, and standalone financial planning. The firm also offers advisory services through affiliated professionals who may act as registered representatives or insurance agents, creating potential conflicts of interest regarding commission-based products.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees will not exceed 2.00% annually and are based on the size of the client relationship, scope, and complexity. Clients also pay a $50 annual account fee for administrative expenses, which may be waived.