Brentt Hoover
Brentt Hoover is a CFP-designated registered investment advisor at Bamboo Wealth Strategies, based in San Diego, CA, with 22 years of industry experience. Brentt 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, High Net Worth, and 3 more. Their firm serves 229 clients with $240M 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 | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Fees may be negotiable.
Fee Estimator
Location
3131 Camino Del Rio North, Suite 1000, San Diego, CA, 92108
Get directionsHistory
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 ActivitiesSells Insurance
Brentt owns rental real estate and is a licensed real estate broker. He also owns Bamboo Insurance Services, selling fixed insurance (minimal time), and is treasurer for both Dartmouth Green Homeowners Association and Hampden Township Volunteer Fire Company (a few hours per week).
Employment History
Current Registrations
Bamboo Wealth Strategies
Previous Registrations
Metlife Securities INC.
State Registrations3 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.