Hoffmann Hermanson Fees & Minimum

Overview

Headquarters: Denver, CO
Total Firm Assets: $183 million
Average High-Net-Worth Client Portfolio Size: $2.3 million

Fee Disclosure

Source: ADV PART 2 BROCHURE (2026-04-03) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.25%
$1,000,001	$5,000,000	1.00%
$5,000,001	and above	0.75%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$12,500	1.25%
$5 million	$52,500	1.05%
$10 million	$90,000	0.90%
$50 million	$390,000	0.78%
$100 million	$765,000	0.76%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 88.00%
Number of High-Net-Worth Clients: 70
Total Client Accounts: 357
Discretionary Accounts: 355
Non-Discretionary Accounts: 2

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 130484

ADV PART 2 BROCHURE (2026-04-03) (fee schedule source) · View brochure text

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

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