Fee Structure for Managed Assets
At Hoffman Wealth Advisors LLC, we believe in complete transparency as a fee-only RIA, charging straightforward percentages based on assets under management (AUM). With no hidden fees or commissions, our tiered fee structure is designed to align with your financial goals, ensuring you receive personalized advice and dedicated service as we prioritize your future.
1
.85% on your first 250k
For example: $100,000 AUM would be $850
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$100.000*0.85%=$850
Total = $850
2
.75% on your next 750k
For example: $350,000 AUM would be $2,875
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$250,000*0.85% = $2125
$100,000*0.75 = $750
Total = $2,875
3
.60% over 1 million
For example: 1,300,000 AUM would be $9,550
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$250,000 * 0.85 = $2125
$750,000 * .0.75% = $5,625
$300,000 * 0.60% = $1,800
Total = $9,550
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Fees include personalized financial planning, investment management, and quarterly reviews