Nicholas Hofer is a CFP-designated registered investment advisor at Boston Family Advisors LLC, based in Boston, MA, with 7 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 38 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable. When BFA provides investment management services to BFA Trust Services' Clients, fees are billed up to 1.00% annually.
Fee Estimator
Location
118 Newbury Street, Suite 2, Boston, MA, 02116
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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.
Learn about disclosures →Other Business Activities
Nicholas is a member of BFA Private Opportunities Fund I GP, LLC, a private investment fund. He dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Boston Family Advisors LLC
State Registrations1 state
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