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Grayson Hofferber

Millennial Wealth Management, LLC
13 Years of Experience
Broomfield, CO
View SEC Summary
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Grayson Hofferber is a registered investment advisor at Millennial Wealth Management, LLC, based in Broomfield, CO, with 13 years of industry experience. Grayson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 108 clients with $36M in assets under management.

Millennial Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
108 clients
Average Client Portfolio
$333K average
Assets Under Management
$36.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $300K1.25%
$300K - $1.0M1.00%
$1.0M - $2.0M0.75%
$2M+0.50%

Fees include a 0.15% annual fee for the third-party money manager and are negotiable. Total combined fees will not exceed 3% per year.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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View Full SEC Brochure

Location

2095 W. 6th Avenue, Suite 112, Broomfield, CO, 80020

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Grayson is the owner of Millennial Bookkeeping, but has a sell agreement in place to transition the business to a new owner over three years. He spends minimal time on this activity.

Employment History
Current Registrations
Millennial Wealth Management, LLC
October 2016 - Present · 10 yrs
Previous Registrations
Waddell & Reed
December 2015 - July 2016 · 7 mos
J.P. Morgan Securities LLC
June 2014 - November 2015 · 1 yr 5 mos
Edward Jones
June 2011 - August 2012 · 1 yr 2 mos
State Registrations3 states
CACOTX
Advisor

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
No exam information available for this advisor.
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