JH
JH

Jared Paul Hoffman

5 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
213 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$494.7M

Fee Structure

Minimum Investment:$100K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.5M0.85%
$2.5M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10M+0.65%

Fees negotiable for amounts over $10 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

9 Aurora Street, Suite #5, Hudson, OH, 44236

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Broadleaf Partners, LLC
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Valmark Securities, INC.Broker
February 2019 - June 2021 · 2 yrs 4 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.