Hoff Private Wealth offers financial planning and portfolio management services tailored to individual client goals. Financial planning covers investment, insurance, tax, retirement, business transitions, college, and debt/credit planning. Portfolio management includes investment strategy, asset allocation, and regular monitoring. Hoff Private Wealth primarily uses mutual funds, fixed income, real estate funds, equities, ETFs, and non-U.S. securities.
Assets Under Management$180M
Clients177
Advisors3
Avg. per Client$1M
Avg. per Advisor$59M
www.hoffwealth.com ·www.linkedin.com/company/hoff-private-wealth ·www.facebook.com/hoffprivatewealth
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.15% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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