Ritchie Hoffman
Ritchie Hoffman is a registered investment advisor at Bfc Planning, INC., based in Lafayette, IN, with 23 years of industry experience. Ritchie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 11,448 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum allowable annual fee is 2.5% across most asset management programs. Actual fees are negotiable and vary by representative and platform. Specific sub-adviser and program fees apply depending on the chosen platform.
Fee Estimator
Location
30 Professional Court Suite 5, Lafayette, IN, 47903
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2021Other Business ActivitiesSells Insurance
Ritchie is the president and owner of Hoffman Financial, providing financial planning services, dedicating nearly full-time hours to this role. Ritchie also works as an insurance agent for fixed insurance products, spending a few hours per week on this activity.
Employment History
Current Registrations
Bfc Planning, INC.
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations11 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.
Exams
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