Jerald Hoffner
Jerald Hoffner is a registered investment advisor at Strategic Financial INC., based in West Fargo, ND, with 40 years of industry experience. Jerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 274 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $500K | 1.00% |
| $500K - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
530 Oak Ridge Way E., Suite 104, West Fargo, ND, 58078
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jerald owns Insurance Solutions Inc., an insurance agency, since 2006, dedicating about a quarter of his time. He is also a managing partner of Strategic Properties LLP, a family-owned real estate partnership, since 2024, dedicating minimal time to this activity.
Employment History
Current Registrations
Strategic Financial INC.
Previous Registrations
Crown Capital Securities, L.P.Broker
Hbw Securities LLCBroker
American General Securities IncorporatedBroker
Great American Advisors, INC.Broker
PFS Investments INC.Broker
State Registrations2 states
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.