Advisor at Hoffman Capital Advisors LLC
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Firm
Hoffman Capital Advisors LLC
Location
Cranberry Twp, PA 16066
Credentials
Series 66
Industry experience
6 years
Alex Feyche is a financial advisor at Hoffman Capital Advisors LLC with six years of industry experience and holds a Series 66 designation. His work history includes roles at Mid Atlantic Capital Corporation, Ameritas Investment Corp, and Hefren-Tillotson. Outside of his advisory work, he is involved with Feyche Investment & Financial Planning, where he assists in financial planning activities. Hoffman Capital Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $160 million in client assets through a team of seven advisors and employs a range of investment strategies including long-term investing, short sales, margin and options trading, and allocations to private placements and venture capital funds.
Based on Hoffman Capital Advisors LLC
Fixed financial planning fees negotiated between $100 and $10,000
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.25% annually
Compensation received for sale of investment and insurance products, commissions not primary source
Between $100 and $500 per hour for financial planning services
Fee-only: Financial planning fixed fees between $100 and $10,000; hourly fees between $100 and $500
1659 Rt 228, Suite 5
Cranberry Twp, PA 16066
Pennsylvania
Mid Atlantic Capital Corporation
2020 - Present (6 years)
Hoffman Capital Advisors LLC
2020 - Present (6 years)
Ameritas Investment Corp
2019 - 2020 (1 year)
Hoffman Capital Advisors LLC
2019 - Present (7 years)
Feyche Investment & Financial Planning
2018 - Present (8 years)
Hefren-Tillotson
2017 - 2017 (1 year)
Dick's Sporting Goods
2015 - 2017 (2 years)
St. Bonaventure University
2014 - 2018 (4 years)
Feyche Investment & Financial Planning
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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