David Hohimer
David Hohimer is a registered investment advisor at Hohimer Wealth Management, LLC, based in Seattle, WA, with 34 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 440 clients with $990M 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 $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.35% |
This fee schedule may be based on cumulative household assets under management. However, certain federal retirement plan rules prevent combining corporate plans with personal assets for fee reduction.
Fee Estimator
Location
One Union Square, 600 University Street, Suite 2401, Seattle, WA, 98101
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2004Other Business ActivitiesSells Insurance
David owns Lendin Co LLC, providing residential lending services, dedicating about 10-20% of his time. He also owns Risk & Liability Consultants LLC, connecting business owners and investors with loans, and is a licensed insurance agent, dedicating minimal time to this.
Employment History
Current Registrations
Hohimer Wealth Management, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dean Witter Reynolds INC.Broker
Cibc Oppenheimer CORP.Broker
Thomas James Associates, INC.Broker
Chatfield Dean & CO., INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.