NIcholas Hoffman & Company, LLC logo

NIcholas Hoffman & Company, LLC

Updated today

Total assets under management

$7,161,171,861

Total clients

385

68% high-net worth

Total advisors

13

of 23 employees

Firm size

Multi Team

Average clients per advisor

30

Average account size

$18,600,446

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Financial planning fees may be charged as negotiated fixed fees when provided separately

Percentage

$0 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% $3,000,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.50% $10,000,000 - $20,000,000: 0.40% $20,000,000+: 0.30%

Performance-based

Performance-based fees charged on certain private fund investments (e.g., 5% carried interest above 8% preferred return) subject to eligibility (minimum $1,100,000 assets under management or $2,200,000 net worth)

Other

Account minimum: Minimum portfolio value or minimum fee applies, but specific amount not stated explicitly in brochure; minimum for performance-based fees is $1,100,000 under management or $2,200,000 net worth Minimum fee: Minimum portfolio value or minimum fee may apply; specific amounts vary and are negotiated per client Fee-only: Fixed fees for financial planning services are negotiated and may be fixed fees; fees for portfolio management are asset-based as above

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

NIcholas Hoffman & Company, LLC

Two Midtown Plaza, 1349 West Peachtree Street St. Nw, Suite 1050

Atlanta GA 30309-2929, United States

Number of offices

3

Advisors at this firm

Russ W

CFP®

Atlanta, GA

NIcholas Hoffman & Company, LLC

I’ve served as a personal financial planner for a quarter century. I’ve worked in multiple roles, including leadership positions, but I’ve always served as a client relationship advisor. I’ve worked for very large firms, and I’ve co-owned a startup which developed into a leading multi-state firm. Today, I own and operate a boutique firm designed to offer concierge family office services and trusted financial guidance to select individuals and families. Wood Family Wealth Advisory, LLC is a Registered Investment Advisor. We offer comprehensive, fee-only, financial planning and investment management. Russ Wood is a CERTIFIED FINANCIAL PLANNER® practitioner who holds a Master of Science degree in Financial Planning and a diploma in Executive Coaching. Russ is also a former engineer and a veteran of the U.S. Navy.

Family Business Business succession planning Business Financial Management Military & Veterans
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Brian Q

Series 65

Atlanta, GA

NIcholas Hoffman & Company, LLC

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Cameron S

Series 66

Atlanta, GA

NIcholas Hoffman & Company, LLC

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Lloyd F

CFA®, Series 65

Atlanta, GA

NIcholas Hoffman & Company, LLC

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Gary M

CFA®, Series 63, Series 65

Atlanta, GA

NIcholas Hoffman & Company, LLC

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Nicholas H

Series 63, Series 65

Atlanta, GA

NIcholas Hoffman & Company, LLC

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Alexander G

Series 63, Series 65

Atlanta, GA

NIcholas Hoffman & Company, LLC

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Jeffrey B

CFA®, Series 63, Series 65

Atlanta, GA

NIcholas Hoffman & Company, LLC

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Eleanor Q

Series 63, Series 65

Atlanta, GA

NIcholas Hoffman & Company, LLC

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Aaron J

Series 63, Series 65

Atlanta, GA

NIcholas Hoffman & Company, LLC

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Nirvanna S

CFP®, Series 65

Atlanta, GA

NIcholas Hoffman & Company, LLC

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Cole K

Series 65

Atlanta, GA

NIcholas Hoffman & Company, LLC

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Carey B

CFA®

Atlanta, GA

NIcholas Hoffman & Company, LLC

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Michael M

Series 65

Atlanta, GA

NIcholas Hoffman & Company, LLC

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