Kevin Hoffmann is a registered investment advisor at Horowitz & Company, INC., based in Fort Lauderdale, FL, with 1 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 206 clients with $180M 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 | 2.00% |
Portfolio management fees are negotiable based on the amount of assets under management, selected strategies, range of investments, complexity of financial circumstances, and scope of services. The maximum annual rate will not exceed 2.0%.
Fee Estimator
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.
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
Horowitz & Company, INC.
State Registrations2 states
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
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