Hoffman Capital Management (HCM) offers investment advice and services to individuals. HCM creates customized investment portfolios based on each client's goals, income needs, risk tolerance, and financial situation. HCM uses various investments, including stocks, exchange-traded funds, mutual funds, options, and government securities. HCM manages accounts with the authority to make trades without asking you first.
Assets Under Management$490K
Clients6
Advisors1
Avg. per Client$82K
Avg. per Advisor$490K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.50% |
HCM may reduce or waive management fees for friends and family members.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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