Hofer & Associates Wealth Management offers investment advice tailored to clients' needs and objectives through discretionary portfolio management. They may invest assets according to model portfolios. The firm also provides financial planning services, ranging from broad-based to single-subject planning, based on individual needs and goals. Hofer & Associates Wealth Management advises on equity securities, fixed income securities, mutual funds, and exchange traded funds.
Assets Under Management$220M
Clients300
Advisors2
Avg. per Client$720K
Avg. per Advisor$110M
Fee Structure
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% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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