Raphael Hofmann
Raphael Hofmann is a registered investment advisor at Association Financial Services, LLC, based in Troy, MI, with 15 years of industry experience. Raphael 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 2 more. Their firm serves 66 clients with $4M 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 $100K | 1.95% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Management fee is negotiable above $1,000,000.
Fee Estimator
Location
755 West Big Beaver Road, Suite # 2020, Troy, MI, 48084-4925
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
February 2017Employment Separation After Allegations
September 2009Other Business ActivitiesSells Insurance
Raphael is a managing member and independent licensed insurance agent at Association Financial, LLC, marketing and selling insurance products and services, taking about half of his time. He also works as a servicing representative for Voya Financial, dedicating minimal time, and is involved in firearms dealing and manufacturing, taking about a quarter of his time, and provides notary services.
Employment History
Current Registrations
Association Financial Services, LLC
Previous Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Glp Investment Services, LLCBroker
Mony Securities CorporationBroker
State Registrations3 states
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.