How does the advisor help clients – Key Takeaways:
HOFFMAN, ALAN N. INVESTMENT MANAGEMENT is a financial advisory firm with a team of experienced professionals who have a strong understanding of the financial market and provide personalized services to help clients achieve their financial goals.
Facts and Insights:
The firm was founded in 2005 and has been in business for over 15 years. Currently, they manage assets worth over $500 million and have a team of 8 financial advisors.
Analysis and research play a crucial role in the firm’s decision-making process, and they focus on providing tailored investment solutions based on clients’ risk tolerance and financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 8 |
| Time in Business | Over 15 years |
Financial Services Offered:
- Investment management
- Portfolio analysis and allocation
- Tax planning
- Estate planning
- Retirement planning
- Educational planning
Client Types:
HOFFMAN, ALAN N. INVESTMENT MANAGEMENT works with a diverse range of clients, including individuals, families, and small business owners.
Fees & Compensation:
The firm primarily charges a percentage of assets under management, with the annual fee ranging from 1% to 2.25%, depending on the size of the client’s portfolio. They also offer hourly or project-based fees for specific services.
Background:
The founder, Alan N. Hoffman, has over 30 years of experience in the financial industry and holds various certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The firm takes a fiduciary approach, placing their clients’ interests above their own.
Financial Advisor Disclosures to Know:
HOFFMAN, ALAN N. INVESTMENT MANAGEMENT has a clean record with no disciplinary actions or legal proceedings against them. They are registered with the Securities and Exchange Commission (SEC) and have a fiduciary duty to act in their clients’ best interests at all times.