Matthew Hoffman
Matthew Hoffman is a registered investment advisor at Planmember Securities Corporation, based in Bend, OR, with 13 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B 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 | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
233 SW Wilson Avenue, Suite 6, Bend, OR, 97702
Get directionsHistory
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 ActivitiesSells Insurance
Matthew works for United Financial NW, providing securities and insurance sales and services, dedicating nearly full-time hours to this role. Additionally, Matthew is self-employed as an insurance agent, selling life, variable, and term insurance, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Royal Alliance Associates, INC.Broker
State Registrations3 states
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