Brett Hoover is a registered investment advisor at True North Advisors, LLC, based in Dallas, TX, with 26 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 921 clients with $4.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The advisory fee may vary from client to client and may be reduced for clients who have multiple family members' portfolios under True North's management.
Fee Estimator
Location
3131 Turtle Creek, Suite 1300, Dallas, TX, 75219
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brett is a board advisor for ASG Behavioral Health Super Holdings LLC, a cloud-based behavioral health EHR, since 2021. He advises the company on strategic initiatives and other consulting services, dedicating minimal time to this activity.
Employment History
Current Registrations
True North Advisors, LLC
Previous Registrations
Blue Investment Partners LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Clearing CORP.Broker
J.P. Morgan Securities LLCBroker
Bear, Stearns & CO. INC.Broker
Charles Schwab & CO., INC.Broker
Royce Park Investments, INC.Broker
State Registrations1 state
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