Jason Hoffman
Jason Hoffman is a CFP-designated registered investment advisor at Wiss Private Client Advisors, LLC, based in Florham Park, NJ, with 19 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Estate Planning, and 4 more. Their firm serves 186 clients with $1.2B 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $4.0M | 1.10% |
| $4.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.85% |
| $20M+ | 0.65% |
Fees are negotiable based on criteria such as anticipated future earnings, additional assets, relationship size, and account composition.
Fee Estimator
Location
100 Campus Drive, W Suite 400, Florham Park, NJ, 07932
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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 →Employment History
Current Registrations
Wiss Private Client Advisors, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Hsbc Securities (USA) INC.Broker
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.Broker
American General Securities IncorporatedBroker
State Registrations1 state
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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