Michael Hofkin is a registered investment advisor at Hofkin Capital Management, INC., based in Edina, MN, with 13 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 40 clients with $83M 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 | 2.00% |
| $1M+ | 1.50% |
Clients may elect to pay a performance fee in lieu of the standard asset-based fee. The typical performance-based fee is 13% of the cumulative net total return with a high watermark provision and is payable annually.
Fee Estimator
Location
200 Southdale Center, Edina, MN, 55435
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Hofkin Capital Management, INC.
State Registrations1 state
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