Jeffrey Yoffe is a registered investment advisor at Yoffe Investment Management, LLC, based in Lemoyne, PA, with 11 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 13 clients with $170M 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 | 0.90% |
Fees are negotiable and can be as low as 0.7% in limited circumstances. This fee includes all portfolio management and financial planning services.
Fee Estimator
Location
2 Lemoyne Drive, Suite 100, Lemoyne, PA, 17043
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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
Jeffrey owns 100% of Yoffe & Yoffe, P.C., a law office where he is the only employee and performs legal services. He works between 65 and 75 hours per week for the firm, which also engages in investment-related business.
Employment History
Current Registrations
Yoffe Investment Management, LLC
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.