Transparency

"Honesty is the best policy. If I lose mine honor, I lose myself."
- William Shakespeare

Transparency

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FAQs

Is there a separate fee for financial planning services?

Yes, we charge separately for our financial planning services (Wealth by Designsm). Financial planning and consulting fees will be charged as a fixed fee, typically ranging from $3,500 - $15,000 depending

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Who is the ideal client for HoyleCohen?

Our firm is here to serve clients who elevate their expectations when it comes to wealth management. Our clients don't want to be "boxed-in" to a one-size-fits-all, watered down investment strategy.

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How are management fees determined?

Clients pay us annual fees based on assets under management, generally determined according to our fee schedule, or a flat annual fee.

Prior to providing investment management services, we agree

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Does the firm have minimum client requirements?

Yes, the firm's stated minimum client requirement is $500,000.00 investable assets, exclusive of real estate. The firm has this stated minimum so that clients have the ability to participate in our

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How are advisors compensated?

HoyleCohen’s compensation programs are designed to support our obligation to act in our clients’ best interests.  HoyleCohen advisors are typically paid a salary plus bonus for serving

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