Hofer & Associates Wealth Management is a registered investment advisor based in Thousand Oaks, California. The firm offers discretionary and non-discretionary portfolio management services, tailoring investment advice and model portfolios to each client's specific needs, risk tolerance, and time horizon. In addition to managing investments in stocks, bonds, mutual funds, exchange-traded funds, and digital assets, the firm provides both broad-based and single-subject financial planning services. Hofer & Associates Wealth Management primarily serves individuals, high-net-worth individuals, charitable organizations, and corporations.
Assets Under Management$220M
Clients300
Advisors3
Avg. per Client$720K
Avg. per Advisor$72M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.70% |
| $6M+ | 0.60% |
Fees are negotiable. Family household accounts may be combined to reach lower fee tiers.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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