DH
DH

Dayton Hoffmann

1 Year of Experience
Middleton, WI
May Earn Commission

Dayton Hoffmann is a registered investment advisor at Googins Advisors, INC., based in Middleton, WI, with 1 years of industry experience. Their practice areas include High Net Worth, Investment Management. Their firm serves 778 clients with $500M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
778 clients
Average Client Portfolio
$644K average
Assets Under Management
$501.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.80%
$2M+0.60%

Some long-term clients have a fixed quarterly fee ranging from $125-$500.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

6417 University Avenue, Middleton, WI, 53562

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Googins Advisors, INC.
March 2024 - Present · 2 yrs 1 mo
State Registrations1 state
WI
Advisor

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.

Exams
No exam information available for this advisor.
Dayton Hoffmann - Financial Advisor | TrueAdvisor