Glen Hoffman
Glen Hoffman is a registered investment advisor at Datapath Investment Advisors, INC., based in Little Rock, AR, with 13 years of industry experience. Glen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DataPath Investment Advisors manages model portfolios for Health Savings Account custodial clients. The annual fee includes a flat setup/annual fee plus a percentage of the assets they manage.
Here's how it breaks down:
- $0 - $25,000,000: $3,500 setup fee / $5,000 annual fee + 0.25% per year
- $25,000,001 - $50,000,000: $10,000 setup fee / $15,000 annual fee + 0.20% per year
- Over $50,000,000: $15,000 setup fee / $25,000 annual fee + 0.15% per year
Location
1601 Westpark Drive, Suite 9, Little Rock, AR, 72204
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
Glen is involved in several businesses, including Datapath, Inc., Datapath Financial Services, Inc., Datapath Card Services, Inc., and Datapath Administrative Services, Inc., all related to software solutions and banking services for employee benefit administrators. Glen also owns Granite Financial Group, Inc., a licensed insurance agency, but Datapath Investment Advisors representatives are not licensed insurance agents.
Employment History
Current Registrations
Datapath Investment Advisors, INC.
Previous Registrations
Datapath Investment Advisors, INC.
State Registrations1 state
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.