Walter Hoffman
Walter Hoffman is a registered investment advisor at Osaic Wealth, INC., based in Belcamp, MD, with 37 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Belcamp, MD
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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 ActivitiesSells Insurance
Walter sells term life insurance policies through Fixed Insurance, dedicating minimal time to this activity. He also owns Hoffman Financial Consultants, where he works as an investment advisor and provides services to fee-based clients, taking about half of his time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Hoffman Financial Consultants
Previous Registrations
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
Anchor National Financial Services, INC.Broker
Integrated Resources Equity CorporationBroker
Blinder, Robinson & CO., INC.Broker
State Registrations11 states
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