Brent Hoffman
Brent Hoffman is a registered investment advisor at LPL Financial LLC, based in Lawrence, KS, with 16 years of industry experience. Brent is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
3310 Mesa Way STE. 101, Lawrence, KS, 66049
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2014Regulatory
December 2000Other Business Activities
Brent is the owner of Providence, LLC, a personal corporation for business expenses, and a partner at Fifteen:22 Financial Partners, an investment services firm, dedicating full-time hours to the latter. He also serves as an assistant wrestling coach at Lawrence Free State High School and chairs the Douglas County, KS Republican Party, spending about 10-20% of his time on the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Nations Financial Group, INC.
Nations Financial Group, INC.Broker
Macarthur Strategies, INC.Broker
Costa Mesa Securities, INC.Broker
State Registrations19 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.
Exams
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