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Michael Reimer

3 Years of Experience
Cranberry Twp, PA
Sells Insurance

Michael Reimer is a registered investment advisor at Hoffman Capital Advisors LLC, based in Cranberry Twp, PA, with 3 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 370 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
370 clients
Average Client Portfolio
$501K average
Assets Under Management
$185.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.75%
$2.0M - $10.0M0.50%
$10M+0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1659 Rt 228, Suite 5, Cranberry Twp, PA, 16066

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Michael is an independent property and casualty insurance agent through Nationwide Insurance Company. His annual commissions are roughly $40,000 per year.

Employment History
Current Registrations
Hoffman Capital Advisors LLC
January 2023 - Present · 3 yrs 4 mos
State Registrations1 state
PA
Advisor

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.

Exams
No exam information available for this advisor.