Hoffman & Associates Financial and Estate Advisors, INC.
Fee-Only (% of Portfolio)Fixed/Hourly
Hoffman & Associates Financial and Estate Advisors manages investment portfolios and offers financial planning services. Hoffman works with clients to determine their investment objectives and risk profile, then designs a written investment policy. Hoffman primarily recommends portfolios of passively managed asset class and index mutual funds, often Dimensional Fund Advisors (DFA). Financial planning is offered at no additional fee and covers areas like income and estate tax planning, retirement planning, and insurance analysis.
Assets Under Management$3.5M
Clients5
Advisors2
Avg. per Client$690K
Avg. per Advisor$1.7M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Client accounts where the total balance of all accounts falls below $500,000 will be accepted only on a case-by-case basis and charged no greater than the maximum fee schedule listed above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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