Jeremy Hofer
Jeremy Hofer is a CFP, ChFC-designated registered investment advisor at Hofer & Associates Wealth Management, based in Thousand Oaks, CA, with 20 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 300 clients with $220M 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 $250K | 1.15% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.70% |
| $6M+ | 0.60% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Location
90 E Thousand Oaks Blvd., Suite 310, Thousand Oaks, CA, 91360
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2016Other Business ActivitiesSells Insurance
Jeremy works as an insurance agent, dedicating a few hours per week to insurance-related activities during trading hours.
Employment History
Current Registrations
Hofer & Associates Wealth Management
Previous Registrations
Thrivent Investment Management INC.
UBS Financial Services INC.
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.