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HOGAN INVESTMENT COUNSEL, LLC
Hogan Investment Counsel, LLC is a financial advisory firm that specializes in providing comprehensive investment management services to high net worth individuals and institutional clients. Founded in 1984, the firm has established itself as a trusted source of financial advice and expertise, helping clients achieve their financial goals through a personalized and proactive approach.
The team at Hogan Investment Counsel is comprised of experienced financial professionals who have extensive knowledge and expertise in managing investments and achieving long-term growth. They work closely with clients to understand their unique financial situation and develop customized solutions that best fit their needs and investment objectives.
How does the advisor help clients – Key Takeaways:
At Hogan Investment Counsel, the advisors take a holistic approach to managing clients’ investments, considering their short-term and long-term goals, risk tolerance, and tax implications. With a focus on diversification, the team creates a well-balanced portfolio that is aligned with clients’ investment objectives and risk tolerance.
The advisors regularly review and rebalance portfolios to ensure they remain in line with clients’ goals and market conditions. They also provide ongoing guidance and education to help clients make informed investment decisions.
Facts and Insights:
Here are some important facts and insights about Hogan Investment Counsel:
| Assets Under Management | $3.2 billion (as of December 31, 2020) |
|---|---|
| Number of Advisors | 8 |
| Time in Business | 37 years (founded in 1984) |
Financial Services Offered:
- Investment Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning
Client Types:
As a firm that focuses on high net worth individuals, Hogan Investment Counsel serves clients who have a minimum investment portfolio of $1 million.
In addition, the firm also provides investment management services to institutional clients, such as foundations, endowments, and retirement plans.
Fees & Compensation:
The advisory fees at Hogan Investment Counsel are based on a percentage of assets under management, which incentivizes the firm to grow clients’ wealth. The fee schedule is as follows:
- 1.00% for the first $1 million
- 0.80% for the next $1 million
- 0.60% for the next $3 million
- 0.40% for amounts over $5 million
The firm’s advisors do not receive commissions or any other type of compensation for recommending certain investment products. This ensures that their recommendations are objective and in the best interest of their clients.
Background:
Hogan Investment Counsel was founded in 1984 by John Hogan, a seasoned financial advisor with more than 40 years of experience in the industry. Through his leadership, the firm has grown to become a respected name in the financial advisory space, known for its comprehensive approach and personalized service.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Hogan Investment Counsel is held to a fiduciary standard, which means they are required to act in the best interest of their clients at all times. This means the firm must make recommendations that are in line with clients’ needs and goals, without any conflicts of interest.
The firm also has a transparent fee structure and provides clients with a detailed fee schedule before entering into an advisory agreement.
Hogan Investment Counsel has no legal or disciplinary actions against the firm or its advisors, ensuring that clients can have full confidence in the advice and services they receive.