Hoffman Wealth Advisors provides financial planning and investment management services. Hoffman Wealth Advisors does not offer financial planning as a standalone service. All financial planning is delivered only in conjunction with the Firm’s investment management services and is included in the Firm’s asset-based advisory fee.
Assets Under Management$13K
Clients2
Advisors1
Avg. per Client$6.4K
Avg. per Advisor$13K
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.85% |
| $250K - $1.0M | 0.75% |
| $1M+ | 0.60% |
All fees are negotiable at the discretion of the Firm and will be documented in the client’s advisory agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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