CH

Chad Edward Hoffman

23 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
10 advisors
Number of Clients
6,438 clients
Average Client Portfolio
$11.6M average
Assets Under Management
$74.7B

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only

WCM charges advisory fees based on the value of client assets managed. The standard fee schedule is 1% of assets under management for SMAs, and the minimum account size is $10 million. However, fees and minimums are negotiable and may vary depending on the investment strategy, account size, account type, and complexity of management. Lower fees are charged for accounts managed through wrap-fee programs.

Areas of Practice
Investment ManagementRetirement PlanningBusiness OwnersCharitable GivingHigh Net Worth
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Advisor Information

Office location

7800 Forsyth Blvd., Suite 150, Clayton, MO, 63105

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Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Wcm Investment Management
March 2020 - Present · 5 yrs 10 mos
Previous Registrations
Kennedy Capital Management
May 2012 - December 2018 · 6 yrs 7 mos
Missouri Valley Partners, INC.
March 2001 - May 2012 · 11 yrs 2 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.