Francis Hoey is a CFP-designated registered investment advisor at Hoey Investments, INC., based in Coatesville, PA, with 25 years of industry experience. Francis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 510 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hoey Investments charges a quarterly fee, paid in advance, based on the value of your investments. The annual rate is generally between 1.00% and 1.50%. The exact fee depends on factors like the amount invested and the complexity of your situation. Fees are not adjusted for deposits or withdrawals during the quarter, but any unearned fees are refunded if you end the relationship.
Location
1000 Brandywine Creek Rd., Coatesville, PA, 19320
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2023Customer Dispute
January 2008Customer Dispute
October 2003Employment History
Current Registrations
Hoey Investments, INC.
Previous Registrations
Cambridge Investment Research Advisors, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.