Steven Hoffman is a registered investment advisor at Hoffman Capital Management, LLC, based in Centerton, AR, with 7 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $490K 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.50% |
HCM may reduce or waive management fees for friends and family members.
Fee Estimator
Location
Centerton, AR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Hoffman Capital Management, LLC
State Registrations1 state
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