Hofkin Capital Management provides investment supervisory services to clients based on their individual needs. Services are offered on a discretionary or non-discretionary basis. The firm also provides consulting services to employer-sponsored retirement plans. Hofkin Capital Management does not provide financial planning services.
Assets Under Management$83M
Clients40
Advisors3
Avg. per Client$2.1M
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Clients may elect to pay a performance fee in lieu of the standard asset-based fee. The typical performance-based fee is 13% of the cumulative net total return with a high watermark provision and is payable annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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