Mark Hoffman is a registered investment advisor at Lanier Asset Management, LLC, based in Louisville, KY. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 103 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LAM provides investment management services for an annual fee based on the value of your investments. The annual fee varies between 0.30% and 1.50%, depending on the amount you invest and the type of services you need. This fee does not include brokerage commissions or other transaction fees.
Location
2321 Lime Kiln Lane, Suite D, Louisville, KY, 40222
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lanier Asset Management, LLC
State Registrations4 states
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