Scott Hofferkamp is a registered investment advisor at 72capital, LLC, based in The Woodlands, TX, with 29 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
72Capital offers investment management services with fees based on the amount of assets managed. For core portfolios, the annual fee ranges from 0.50% to 1.50% of assets, depending on portfolio size, composition, and services rendered. The fee is charged quarterly, in advance. For qualified clients, 72Capital offers core and satellite portfolios with a performance-based fee, ranging from 10% to 20% of annual net gains, subject to a high-water mark return, charged quarterly in arrears. An asset-based fee, ranging from 0.50% to 1.50%, also applies to core and satellite portfolios.
Location
The Woodlands, TX
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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 →Employment History
Current Registrations
72capital, LLC
Previous Registrations
Carlton, Hofferkamp and Jenks Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
LPL Financial CorporationBroker
LPL Financial Corporation
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.
Amegy Investments, INC.
Amegy Investments, INC.Broker
Fiserv Investor Services, INC.Broker
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Securities INC.Broker
Wells Fargo Brokerage Services, L.L.C.Broker
Chase Investment Services CORP.Broker
Chase Securities of Texas, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations1 state
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