Advisor at Hoffman Capital Advisors 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
Hoffman Capital Advisors LLC
Location
Cranberry Twp, PA 16066
Credentials
Series 63, Series 65
Industry experience
3 years
Michael Reimer is a financial advisor with Hoffman Capital Advisors LLC in Cranberry Township, PA. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Hoffman Capital Advisors, he worked at Riverstone Wealth Management LLC and has extensive experience in the insurance industry through roles at Allstate Insurance Company and his own Reimer Insurance Agency. He also operates as an independent property and casualty insurance agent with Nationwide Insurance Company. Hoffman Capital Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $160 million in client assets using a wrap-fee program that combines various investment strategies and offers quarterly reporting.
Based on Hoffman Capital Advisors LLC
Fixed financial planning fees negotiated between $100 and $10,000
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.25% annually
Compensation received for sale of investment and insurance products, commissions not primary source
Between $100 and $500 per hour for financial planning services
Fee-only: Financial planning fixed fees between $100 and $10,000; hourly fees between $100 and $500
1659 Rt 228, Suite 5
Cranberry Twp, PA 16066
Pennsylvania
Riverstone Wealth Management LLC
2023 - Present (3 years)
Pheasant Ridge Golf Club
2015 - 2021 (6 years)
Allstate Insurance Company
2003 - Present (23 years)
Reimer Insurance Agency
2003 - Present (23 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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