Hohimer Wealth Management (HWM) offers investment and wealth management, financial planning, and consulting services to individuals, high net worth individuals, pensions, trusts, businesses, and corporations. HWM works with clients to determine their investment objectives and risk profile, developing tailored investment solutions. HWM manages portfolios on both a discretionary and non-discretionary basis, primarily allocating assets among individual equity and debt securities, exchange-traded funds (ETFs), and institutional mutual funds.
Assets Under Management$990M
Clients440
Advisors12
Avg. per Client$2.3M
Avg. per Advisor$83M
www.linkedin.com/company/hohimer-wealth-manageme ·www.hohimerwealthmanagement.com ·www.facebook.com/hohimerwealthmanagement
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$8,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.35% |
This fee schedule may be based on cumulative household assets under management. However, certain federal retirement plan rules prevent combining corporate plans with personal assets for fee reduction.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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