Kevin Hoffmann is a registered investment advisor at Horowitz & Company, INC., based in Fort Lauderdale, FL. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 204 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Horowitz & Company charges a percentage of the value of your investments each year. The exact rate is negotiable, but it will not exceed 2.0% annually. This fee does not include brokerage commissions or other transaction fees. Fees are typically deducted from your account monthly or quarterly. The minimum investment for the TDI Managed Growth Strategy is $50,000, for eNVESTOLOGY® it is $25,000, and for Global Allocations it is $500,000.
Location
901 South Federal Highway, Suite 202, Fort Lauderdale, FL, 33316
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Horowitz & Company, INC.
State Registrations2 states
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