Noa Hoffman is a CFP-designated registered investment advisor at Green Ocean Global Advisors LLC, based in San Francisco, CA, with 2 years of industry experience. Noa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 147 clients with $110M 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 $300K | 1.45% |
| $300K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Fees are generally negotiable. GOGAL may direct clients to Vise Al Advisors, LLC (Total Fee: 1.00%, GOGAL's Fee: 0.65%, Third Party's Fee: 0.35%) or Orion Portfolio Solutions, LLC (Total Fee: 1.00%, GOGAL's Fee: 0.85%, Third Party's Fee: 0.15%).
Fee Estimator
Location
201 Spear Street, Suite 1100, San Francisco, CA, 94105
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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 Activities
Noa will be an employee of both JPMorgan Securities and JPMorgan Bank starting in December 2024. As an employee of JPMorgan Bank, Noa will be able to offer bank products and services, including deposit and credit products.
Employment History
Current Registrations
Green Ocean Global Advisors LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Socialyte Capital, LLC
Socialyte Capital
Ameriprise Financial Services, INC.Broker
State Registrations3 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.