Hoffman Investment Services provides investment management to individuals, corporations, and high net worth individuals. Services include determining financial objectives, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Hoffman Investment Services offers two portfolios: Capital Appreciation and Moderate.
Assets Under Management$34M
Clients33
Advisors1
Avg. per Client$1M
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This is for the Capital Appreciation portfolio. The Moderate portfolio has a 0.60% annual fee. Fees may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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