David Hohimer
Advisor at Hohimer Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Hohimer Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Hohimer Wealth Management, LLC
Location
Seattle, WA 98101
Credentials
Series 63, Series 65
Industry experience
34 years
David Hohimer is a financial advisor at Hohimer Wealth Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of advisory work, he owns and operates businesses providing residential lending, business loan connections, and tax and accounting services. Hohimer Wealth Management serves individuals, pension plans, trusts, foundations, and business entities through a team-based approach offering investment management, financial planning, and consulting. The firm employs a mix of active and passive strategies across various asset classes with an emphasis on tax efficiency and portfolio monitoring, and it also acts as an investment manager for private funds including a residential real estate fund for qualified purchasers.
Based on Hohimer Wealth Management, LLC
Based on Hohimer Wealth Management, LLC
Flat/project fees for financial planning and consulting, maximum fee up to $50,000
$0 - $2,000,000: 1.50% $2,000,000.01 - $5,000,000: 1.00% $5,000,000.01 - $10,000,000: 0.75% $10,000,000.01 - $25,000,000: 0.60% $25,000,000.01 - $50,000,000: 0.50% $50,000,000.01 - $100,000,000: 0.40% $100,000,000.01+: 0.35%
Hourly financial planning and consulting fees range between $150 and $500 per hour
Performance-based fees charged by private funds managed by HWM based on net profits above a hurdle rate; details provided in private fund offering documents
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $8,000, billed quarterly, per household for investment and wealth management services Fee-only: Financial planning and consulting services offered on flat/project fee or hourly basis; hourly rates range from $150 to $500; maximum flat fee up to $50,000
One Union Square, 600 University Street, Suite 2401
Seattle, WA 98101
Washington
Risk & Liability Consultants Llc
2020 - Present (6 years)
Lendinco
2020 - Present (6 years)
Hohimer Wealth Management LLC
2019 - Present (7 years)
Wells Fargo Clearing
2016 - 2019 (3 years)
Wells Fargo Advisors Llc
2009 - 2016 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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