Jared Hoole is a CFP-designated registered investment advisor at Lakeside Financial Planning, LLC, based in Windham, NH, with 11 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 62 clients with $64M 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 $500K | 1.00% |
| $500K - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
This fee schedule is for Investment Management services only. Wealth Management clients pay a fixed annual fee. Altruist LLC's Model Marketplace fees and tax management tool fees are passed through to clients' accounts, ranging between 0.00% and 1.00%.
Fee Estimator
Contact
Jared Hoole
Location
Windham, NH
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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
Jared is a tax manager at Bright Horizons Family Solutions since 2012, a company unrelated to investments. He plans to split his time evenly between Bright Horizons and Lakeside Financial Planning, LLC.
Employment History
Current Registrations
Lakeside Financial Planning, LLC
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.
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