Jeffrey Hoag is a registered investment advisor at Three Circles Capital Management, LLC, based in Denver, CO, with 20 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $3.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiated and will not exceed 2.0% annually.
Fee Estimator
Location
1550 Larimer Street #640, Denver, CO, 80202
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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.
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Jeffrey serves on the board of directors for Compass Bank of Colorado since 2001, dedicating minimal time. He also serves on the board of directors for ACI Electronics, an electronic component distributor, since 2003, dedicating a few hours per week.
Employment History
Current Registrations
Three Circles Capital Management, LLC
State Registrations1 state
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