Joshua Hoff
Joshua Hoff is a registered investment advisor at Concurrent Investment Advisors, LLC, based in Dallas, TX, with 19 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 13,277 clients with $16B 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 negotiable. Clients also incur a custody, platform, and administration fee typically equal to 0.05% annually.
Fee Estimator
Location
12240 Inwood Road, Suite 200, Dallas, TX, 75244
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
Ipi Wealth Management, INC.
Investment Planners, INC.Broker
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.
Exams
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