Trevor Hoffman is a registered investment advisor at Collective Family Office, LLC, based in York, PA, with 6 years of industry experience. Trevor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 146 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.15% |
Fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the client’s financial circumstances. Clients may have non-managed assets that are included in portfolio management reviews and performance reports provided to clients. Such assets will be subject to an annual fee of up to 0.15%.
Fee Estimator
Location
235 St. Charles Way, Suite 200, York, PA, 17402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Trevor is part owner and managing member of Hoffman Farm Properties, LLC, an agricultural and residential rental property, since June 2018. He receives rental income from the property and spends minimal time on this activity.
Employment History
Current Registrations
Collective Family Office, LLC
State Registrations1 state
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