Henry Hoffman is a CFA-designated registered investment advisor at SL Advisors, LLC, based in Pelham, NY, with 14 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 49 clients with $390M 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 | 1.00% |
Fees are generally not negotiable, but the firm has the right to reduce or waive the management fee charged to any client account.
Fee Estimator
Location
Pelham, NY
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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 →Other Business Activities
Henry serves as an Independent Director and member of the Audit Committee for Skillz Inc., an eSports and gaming company, since August 2022. This requires approximately 15 hours a month, mostly on weekends and evenings, and involves core fiduciary duties.
Employment History
Current Registrations
SL Advisors, LLC
State Registrations2 states
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