Benjamin Hofkin is a registered investment advisor at Hofkin Capital Management, INC., based in Edina, MN, with 11 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 40 clients with $83M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Clients may elect to pay a performance fee in lieu of the standard asset-based fee. The typical performance-based fee is 13% of the cumulative net total return with a high watermark provision and is payable annually.
Fee Estimator
Location
200 Southdale Center, Edina, MN, 55435
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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.
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Benjamin serves on the non-profit board for Camp Ramah in Wisconsin and the Hadar Institute, dedicating minimal time to each. He also operates his advisory business under the marketing name Hofkin Capital Management.
Employment History
Current Registrations
Hofkin Capital Management, INC.
Previous Registrations
Maia Wealth
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State Registrations1 state
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