Jantz Hoffman is a registered investment advisor at Csla Financial INC, based in Camas, WA, with 10 years of industry experience. Jantz operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 397 clients with $4.7M 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 $50K | 1.50% |
| $50K - $250K | 0.75% |
| $250K - $500K | 0.60% |
| $500K - $1000K | 0.50% |
| $1M+ | 0.40% |
Fee schedule is for Traditional Asset Management. Interactive Financial Planning plus Traditional Asset Management has a different fee schedule: $0 - $24,999: 0%, $25,000 - $49,999: 1.00%, $50,000 - $249,999: .75%, $250,000 - $499,999: 0.60%, $500,000 - $999,999: 0.50%, $1,000,000 Plus: 0.40%
Fee Estimator
Location
Camas, WA
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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 ActivitiesSells Insurance
Jantz is a minority owner of CSLA Technologies, chairman of the Certified Student Loan Advisor Board of Standards, an independently licensed insurance agent, and a board member of Fosterus. These activities take a few hours per week.
Employment History
Current Registrations
Csla Financial INC
Previous Registrations
Portsmouth Financial Services
Interactive Financial Advisors
State Registrations9 states
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