Hofman Wealth Management is a registered investment advisor founded in 2026 and owned by James Hofman and Robert Hofman. The firm provides personalized wealth and investment management services to individuals, high-net-worth individuals, pension and profit-sharing plans, non-profit organizations, and businesses. Services include investment policy development, wealth management strategies, asset allocation analysis, product due diligence, investment and portfolio monitoring, selection of third-party asset managers, and financial planning. Hofman Wealth Management operates primarily on a discretionary basis, creating tailored investment portfolios utilizing stocks, exchange-traded funds, mutual funds, bonds, and alternative private investments. The firm emphasizes continuous communication with clients to align investment strategies with their goals and personal circumstances while acting in their best interest under a legally required standard of care.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual advisory fee is 1.5%. Fees may be negotiated at the firm's sole discretion.