Hoffman Capital Advisors (HCA) offers financial planning and portfolio management services. Financial plans cover investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. HCA manages investments through wrap fee programs. HCA generally advises on mutual funds, fixed income, insurance products including annuities, equities, ETFs, treasury inflation protected bonds, non-U.S. securities, venture capital funds and private placements. Client accounts are tailored to their needs and restrictions.
Assets Under Management$190M
Clients370
Advisors6
Avg. per Client$500K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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