Hoeven Wealth, LLC is an independent registered investment advisor founded in 2026 and based in Boise, Idaho. Hoeven Wealth offers ongoing discretionary investment management and comprehensive financial planning services, which can be provided together or as standalone services. The firm builds diversified portfolios using modern portfolio theory, investing in mutual funds, exchange-traded funds, individual stocks and bonds, and real estate investment trusts, while taking into account each client's unique financial condition, risk tolerance, and time horizon. Hoeven Wealth also provides holistic financial planning covering retirement, tax strategies, estate planning, cash flow management, insurance needs, and education savings. The firm does not require a minimum account value to open or maintain an account.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Asset-based fees generally range up to 1.0% per year. Fees are negotiable.