Jeffery Loff is a CFP-designated registered investment advisor at Crl Advisors, based in Honolulu, HI, with 6 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 7 clients with $5.7M 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 $1.0M | 0.72% |
| $1.0M - $2.0M | 0.64% |
| $2.0M - $3.0M | 0.56% |
| $3M+ | 0.56% |
Fees above $3 million are on a negotiated basis.
Fee Estimator
Location
1003 Bishop St, Ste 2155, Honolulu, HI, 96813-6420
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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.
Learn about disclosures →Other Business Activities
Jeffery runs a CPA firm and formed a software company called Keenly Inc. Once CRL Advisors is approved as an RIA firm, it will absorb the tax and accounting business of the CPA firm and also be involved in investment advisory.
Employment History
Current Registrations
Crl Advisors
State Registrations1 state
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