Mark Hoffman
Mark Hoffman is a registered investment advisor at Milborn Advisors, LTD, based in Milwaukee, WI, with 18 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 180 clients with $88M 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 | 2.00% |
The advisory fee is negotiable. Mark John Melby Hoffman and Drew Ashland are independent licensed insurance agents, and from time to time, will offer clients advice or products from those activities.
Fee Estimator
Location
301 N. Broadway, Suite 203, Milwaukee, WI, 53202
Get directionsHistory
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 ActivitiesSells Insurance
Mark is an independent licensed insurance agent and may offer clients advice or products from those activities, which creates a conflict of interest. Milborn Advisors, ltd always acts in the best interest of the client, including the sale of commissionable products to advisory clients.
Employment History
Current Registrations
Milborn Advisors, LTD
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
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.