Nicholas Hoffman is a registered investment advisor at Nicholas Hoffman & Company, LLC, based in Atlanta, GA, with 17 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 409 clients with $8.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Fees may be negotiable or waived on a client-by-client basis. A fixed fee or minimum portfolio value/fee may also be negotiated. Pre-existing advisory clients are subject to minimum fee requirements and advisory fees in effect at the time the client entered into the advisory relationship.
Fee Estimator
Location
1355 Peachtree Street, Suite 1450, Atlanta, GA, 30309
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Nicholas serves in a non-paid leadership role with Investments Unlimited, LLC, an investment group. He spends minimal time leading meetings and organizing activities for the group.
Employment History
Current Registrations
Nicholas Hoffman & Company, LLC
State Registrations3 states
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