Hoffmann Hermanson is an investment advisory firm that manages investment portfolios and provides financial guidance, including retirement, education, insurance, tax, and estate planning. They assess each client's financial situation and goals before making investment decisions. The firm's advisers may also sell life insurance in conjunction with a comprehensive wealth management plan.
Assets Under Management$150M
Clients146
Advisors2
Avg. per Client$1M
Avg. per Advisor$74M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable based on account size, prospective new assets, or other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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