Daniel Hoff is a registered investment advisor at Hoff Private Wealth, based in Wausau, WI, with 8 years of industry experience. Daniel 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 177 clients with $180M 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 | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.15% |
Fees are generally negotiable.
Fee Estimator
Location
505 S 24th Ave, Suite 102, Wausau, WI, 54401
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
Daniel has ownership stakes in Sharkfin Properties LLC, Hoff Brothers LLC, Mann Labs LLC, and KLH Capital, all requiring minimal time. He also serves as a board member for the Lake Wausau Association and may earn commissions from selling non-variable life, health, annuity, and/or disability income insurance products.
Employment History
Current Registrations
Hoff Private Wealth
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
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.