Nicholas Hoffman & Company (NHCO) offers financial planning, investment portfolio management, family office services, and retirement plan consulting. Financial planning can be a standalone service or part of ongoing portfolio management. Family office services are tailored for high-net-worth individuals. NHCO manages investments on a discretionary or non-discretionary basis, and may recommend private fund investments. Retirement plan services are also offered to plan fiduciaries.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Fees may be negotiable or waived on a client-by-client basis. A fixed fee or minimum portfolio value/fee may also be negotiated. Pre-existing advisory clients are subject to minimum fee requirements and advisory fees in effect at the time the client entered into the advisory relationship.