Joshua Hoff
Joshua Hoff is a registered investment advisor at Concurrent Investment Advisors, LLC, based in Dallas, TX, with 18 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 10,278 clients with $9.9B 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 | 2.00% |
| $1.0M - $2.0M | 1.70% |
| $2.0M - $3.0M | 1.60% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.40% |
| $7.5M - $10.0M | 1.30% |
| $10M+ | 1.00% |
Fees are incremental and may be negotiable.
Fee Estimator
Location
10440 N. Central Expy, Suite 1040, Dallas, TX, 75231
Get directionsHistory
Regulatory History (1)
Criminal
February 1992Other Business Activities
Joshua is an independent contractor with Wealth Partners Alliance. This activity takes nearly full-time hours.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Previous Registrations
Investment Planners, INC.Broker
Ipi Wealth Management, INC.
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.