The Hoerner Planning Group (HPG) offers comprehensive wealth advisory services to affluent families and their related entities, including trusts, estates, and charitable organizations. HPG provides financial planning and consulting services on a fixed fee basis, covering areas like estate planning, business succession, and retirement planning. HPG also offers investment management services, both discretionary and non-discretionary, using separate accounts, private partnerships, and mutual funds managed by independent investment managers. Investment management fees are based on the value of assets managed.
Assets Under Management$1.5B
Clients413
Advisors4
Avg. per Client$3.7M
Avg. per Advisor$380M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.70% |
| $2M+ | 0.70% |
Fees negotiable for accounts above $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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