William Hoffman is a registered investment advisor at Private Advisor Group, LLC, based in Jeannette, PA, with 21 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
800 Lowry Ave., Jeannette, PA, 15644
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William operates a financial services practice through Hoffman Wealth Management and Hoffman Wealth Management, LLC, dedicating about half his time to each. He is also a board member of a charitable organization and hosts a podcast, spending minimal time on the latter.
Employment History
Current Registrations
Private Advisor Group, LLC
Previous Registrations
LPL Financial LLCBroker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Fortune Financial Services, INC.Broker
Champaign Investment CompanyBroker
Pruco Securities, LLC.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.