Edward Hoffman is a registered investment advisor at Sanders Morris LLC, based in Dallas, TX, with 22 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 613 clients with $990M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sanders Morris offers investment management through various wrap fee programs. The fees vary depending on the program selected. The fees cover investment advice, selection, and allocation. The total program fee includes advisor fees and administrative fees. The advisor fee is negotiable, while the administrative fee is not. The total program fee is payable quarterly. The fee is based on the market value of the securities held in the account. The fee calculation follows a blended schedule. Lower fees may be available in other programs or from other sources. The fees do not include mutual fund or ETF expenses, margin interest, or other fees.
Location
5950 Sherry Lane, Suite 470, Dallas, TX, 75225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Edward is a general partner in FLY Holdings LLC (a men's grooming company) and Corknsligo Holdings LLC (owns a commercial warehouse), spending about 10-20% of his time on FLY Holdings and minimal time on Corknsligo. He is also a limited partner/investor in CANTEEN SPIRITS and TREATY OAKS DISTILLERY, and a member/owner of TEXAS REAL ESTATE FRIENDS, dedicating minimal time to each.
Employment History
Current Registrations
Sanders Morris LLCBroker
Sanders Morris LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley
Morgan StanleyBroker
Delos Investment Management LLC
Nollenberger Capital Partners INC.Broker
Wells Fargo Securities, LLCBroker
Monness Crespi Hardt & CO., INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.