Hoff Private Wealth

Hoff Brothers, LLC, operating as Hoff Private Wealth, is a Limited Liability Company established in November 2016 by Daniel Robert Hoff and Derek Mitchell Taylor Hoff. The firm offers financial planning services covering investment, tax, retirement, and debt planning, among others. Portfolio management services are tailored to individual client goals, with a focus on investment strategy, asset allocation, and risk tolerance. HPW requests discretionary authority from clients to make investment decisions in line with fiduciary duties. The firm specializes in mutual funds, fixed income securities, real estate funds, equities, and other investments. Clients have the option to impose restrictions on investments based on personal values. HPW does not participate in wrap fee programs and has assets under management totaling $106,990,980 for discretionary amounts and $123,459 for non-discretionary amounts as of December 2023. The fee structure is tiered based on assets under management, with fees negotiable and refundable within specific timeframes. HPW conducts periodic reviews of client accounts and provides regular reports. The firm does not accept performance-based fees, has no disciplinary actions, and acts in the best interest of clients. Clients are responsible for third-party fees, and HPW does not receive compensation for the sale of investment products. The firm provides detailed information on its brokerage practices, investment discretion, and proxy voting policies. Hoff Private Wealth does not have financial conditions impairing its ability to meet client commitments and has not filed for bankruptcy in the past ten years.