Hoffman Financial Consultants offers financial planning and investment advisory services. The firm's representatives are also financial advisors with SagePoint Financial, a registered broker-dealer. Hoffman Financial Consultants offers Premier Advisory Services, a non-commissionable advisory account where clients can purchase load-waived and no-load mutual funds and other securities. Investment strategies are based on the client's goals and situation, with a focus on a long-term buy and hold approach. Financial planning services include preparing a financial program based on the client's financial circumstances and objectives.
Fee Structure
Hoffman Financial Consultants offers Premier Advisory Services, where you pay a quarterly fee based on the value of your investments. The annual management fee is a percentage of the assets in your account. There are two options: Option A, where the advisor pays certain transaction costs, and Option B, where you pay all transaction costs. The fee schedule varies depending on the option chosen and the amount of your portfolio. The fee is negotiable.