Overview

Headquarters
Thousand Oaks, CA
Total Firm Assets
$216 million
Average High-Net-Worth Client Portfolio Size
$1.4 million

Fee Disclosure

Source: HOFER & ASSOCIATES WEALTH MANAGEMENT ADV 2A BROCHURE (2026-02-20) · View brochure text

MinMaxDisclosed Annual Rate
$0 $250,000 1.15%
$250,001 $1,000,000 1.00%
$1,000,001 $2,000,000 0.90%
$2,000,001 $4,000,000 0.80%
$4,000,001 $6,000,000 0.70%
$6,000,001 and above 0.60%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,375 1.04%
$5 million $42,375 0.85%
$10 million $73,375 0.73%
$50 million $313,375 0.63%
$100 million $613,375 0.61%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
34.87%
Number of High-Net-Worth Clients
55
Total Client Accounts
300
Discretionary Accounts
300

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
282005
  • HOFER & ASSOCIATES WEALTH MANAGEMENT ADV 2A BROCHURE (2026-02-20) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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